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Stephen Matthew Kyne

STERLING MANOR FINANCIAL, LLC·SARATOGA SPRINGS, New York
SIE, Series 7, Series 24, Series 66CFPClean record5 years registeredSTERLING MANOR FINANCIAL, LLC
18 DIVISION STREET, SARATOGA SPRINGS, NY 12866CRD# 4809925Firm CRD# 284218

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Matthew Kyne · SARATOGA SPRINGS, NY
Registration
CRD #4809925 · STERLING MANOR FINANCIAL, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

STERLING MANOR FINANCIAL, LLC
Aug 2021 – present
CADARET GRANT & CO INC
May 2021 – Dec 2024
SARATOGA SPRINGS, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · May 4, 2021
Years registered · 5
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STERLING MANOR FINANCIAL, LLC
CRD 284218 · SEC 801-107975
AUM
$160M
Regulatory assets under management
Employees
3
893 client accounts
Services offered by STERLING MANOR FINANCIAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STERLING MANOR FINANCIAL, LLC →
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Frequently Asked Questions

What services does Stephen Matthew Kyne offer?
Stephen Matthew Kyne specializes in Financial Planning, Investment Management. Contact their office in SARATOGA SPRINGS, New York for a consultation.
What are Stephen Matthew Kyne's credentials?
Stephen Matthew Kyne holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Stephen Matthew Kyne located?
Stephen Matthew Kyne is based in SARATOGA SPRINGS, New York, working with STERLING MANOR FINANCIAL, LLC. Their office serves clients in the SARATOGA SPRINGS metropolitan area and surrounding communities.
How does Stephen Matthew Kyne charge for services?
Stephen Matthew Kyne'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 MANOR FINANCIAL, LLC?
STERLING MANOR FINANCIAL, LLC has approximately 3 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Adam Fletcher Doig
SARATOGA SPRINGS, NY
Stephen Arthur Jenkins
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