Unclaimed Profile

James Thomas Goede

STERLING INVESTMENT COUNSEL, LLC·BUFFALO, New York

Clean recordSTERLING INVESTMENT COUNSEL, LLC

360 DELAWARE AVENUE, BUFFALO, NY 14202CRD# 5123083Firm CRD# 282624

Profile Verification

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

Identity

James Thomas Goede · BUFFALO, NY

Registration

CRD #5123083 · STERLING INVESTMENT COUNSEL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Thomas Goede is a registered financial advisor based in BUFFALO, New York, affiliated with STERLING INVESTMENT COUNSEL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

STERLING INVESTMENT COUNSEL, LLC

AUM

$657M

Regulatory assets under management

Employees

Total firm employees

View all advisors at STERLING INVESTMENT COUNSEL, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5123083

Firm CRD# 282624

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Thomas Goede offer?

James Thomas Goede specializes in Financial Planning, Investment Management. Contact their office in BUFFALO, New York for a consultation.

What are James Thomas Goede's credentials?

James Thomas Goede is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Thomas Goede located?

James Thomas Goede is based in BUFFALO, New York, working with STERLING INVESTMENT COUNSEL, LLC. Their office serves clients in the BUFFALO metropolitan area and surrounding communities.

How does James Thomas Goede charge for services?

James Thomas Goede's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STERLING INVESTMENT COUNSEL, LLC?

STERLING INVESTMENT COUNSEL, LLC has approximately 10 employees and manages $657M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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