Unclaimed Profile

Sylvia Leigh Sterling

RETIREMENT INVESTMENT ADVISORS INC·OKLAHOMA CITY, Oklahoma

SIE, Series 7TO, Series 63, Series 65CFPClean record7 years registeredRETIREMENT INVESTMENT ADVISORS INC

2925 UNITED FOUNDERS BLVD, OKLAHOMA CITY, OK 73112CRD# 7130970Firm CRD# 106316

Profile Verification

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

Identity

Sylvia Leigh Sterling · OKLAHOMA CITY, OK

Registration

CRD #7130970 · RETIREMENT INVESTMENT ADVISORS INC · 7 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Oct 2025 – present

RETIREMENT INVESTMENT ADVISORS INC

Oct 2022 – Oct 2025

OKLAHOMA CITY, OK

WELLS FARGO CLEARING SERVICES, LLC

Jun 2020 – Oct 2022

EDMOND, OK

WINDLE WEALTH

Aug 2019 – Feb 2020

OKLAHOMA CITY, OK

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 63

Series 65

Registration record

First registered · August 2, 2019

Years registered · 7

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RETIREMENT INVESTMENT ADVISORS INC

CRD 106316 · SEC 801-43702

AUM

$1.1B

Regulatory assets under management

Employees

1,335 client accounts

Services offered by RETIREMENT INVESTMENT ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at RETIREMENT INVESTMENT ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Sylvia Leigh Sterling offer?

Sylvia Leigh Sterling specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.

What are Sylvia Leigh Sterling's credentials?

Sylvia Leigh Sterling holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Sylvia Leigh Sterling located?

Sylvia Leigh Sterling is based in OKLAHOMA CITY, Oklahoma, working with RETIREMENT INVESTMENT ADVISORS INC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.

How does Sylvia Leigh Sterling charge for services?

Sylvia Leigh Sterling'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 RETIREMENT INVESTMENT ADVISORS INC?

RETIREMENT INVESTMENT ADVISORS INC has approximately 20 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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