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James Edward Knee

STERLING FINANCIAL SERVICES, LLC·CONCORD, New Hampshire
Clean recordSTERLING FINANCIAL SERVICES, LLC
6 LOUDON ROAD, SUITE 505, CONCORD, NH 03301CRD# 1852920Firm CRD# 135505

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Edward Knee · CONCORD, NH
Registration
CRD #1852920 · STERLING FINANCIAL SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Edward Knee is a registered financial advisor based in CONCORD, New Hampshire, affiliated with STERLING FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STERLING FINANCIAL SERVICES, LLC
STERLING FINANCIAL SERVICES, LLC
AUM
$48M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at STERLING FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1852920
Firm CRD# 135505
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Edward Knee offer?
James Edward Knee specializes in Financial Planning, Investment Management. Contact their office in CONCORD, New Hampshire for a consultation.
What are James Edward Knee's credentials?
James Edward Knee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Edward Knee located?
James Edward Knee is based in CONCORD, New Hampshire, working with STERLING FINANCIAL SERVICES, LLC. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does James Edward Knee charge for services?
James Edward Knee's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STERLING FINANCIAL SERVICES, LLC?
STERLING FINANCIAL SERVICES, LLC has approximately 1 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Hampshire
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Research
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