Unclaimed Profile

Pei Nmn Xu

STERLING INVESTMENT PARTNERS ADVISERS, LLC·WESTPORT, Connecticut

Clean recordSTERLING INVESTMENT PARTNERS ADVISERS, LLC

285 RIVERSIDE AVE, WESTPORT, CT 06880-4806CRD# 7684194Firm CRD# 156946

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Pei Nmn Xu · WESTPORT, CT

Registration

CRD #7684194 · STERLING INVESTMENT PARTNERS ADVISERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Pei Nmn Xu is a registered financial advisor based in WESTPORT, Connecticut, affiliated with STERLING INVESTMENT PARTNERS ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

STERLING INVESTMENT PARTNERS ADVISERS, LLC

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at STERLING INVESTMENT PARTNERS ADVISERS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Other: MONITORING FEES, AND CERTAIN OTHER PORTFOLIO COMPANY FEES

Regulatory

SEC/IARD CRD# 7684194

Firm CRD# 156946

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Frequently Asked Questions

What services does Pei Nmn Xu offer?

Pei Nmn Xu specializes in Retirement Planning. Contact their office in WESTPORT, Connecticut for a consultation.

What are Pei Nmn Xu's credentials?

Pei Nmn Xu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Pei Nmn Xu located?

Pei Nmn Xu is based in WESTPORT, Connecticut, working with STERLING INVESTMENT PARTNERS ADVISERS, LLC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.

How does Pei Nmn Xu charge for services?

Pei Nmn Xu's firm is compensated through percentage of aum, performance-based fees, other: monitoring fees, and certain other portfolio company fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STERLING INVESTMENT PARTNERS ADVISERS, LLC?

STERLING INVESTMENT PARTNERS ADVISERS, LLC has approximately 20 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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