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Phillip Kenneth Vance

STERLING INVESTMENT COUNSEL, LLC·BUFFALO, New York
Clean recordSTERLING INVESTMENT COUNSEL, LLC
360 DELAWARE AVENUE, BUFFALO, NY 14202CRD# 2363797Firm CRD# 282624

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Phillip Kenneth Vance · BUFFALO, NY
Registration
CRD #2363797 · STERLING INVESTMENT COUNSEL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Phillip Kenneth Vance 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.

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 INVESTMENT COUNSEL, LLC
STERLING INVESTMENT COUNSEL, LLC
AUM
$657M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at STERLING INVESTMENT COUNSEL, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2363797
Firm CRD# 282624
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Phillip Kenneth Vance offer?
Phillip Kenneth Vance specializes in Financial Planning, Investment Management. Contact their office in BUFFALO, New York for a consultation.
What are Phillip Kenneth Vance's credentials?
Phillip Kenneth Vance is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phillip Kenneth Vance located?
Phillip Kenneth Vance 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 Phillip Kenneth Vance charge for services?
Phillip Kenneth Vance'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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Other Advisors at STERLING INVESTMENT COUNSEL, LLC

James Thomas Goede
BUFFALO, NY
John Lawrence Langer
BUFFALO, NY
Mark George Larussa
BUFFALO, NY
Christopher Michael Marks
BUFFALO, NY
Cynthia Eileen Vance
BUFFALO, NY

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