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Catherine Mary Whetstone

STERLING INVESTMENT ADVISORS LTD.·BERWYN, Pennsylvania
Unclaimed Profile
1055 WESTLAKES DRIVE, BERWYN, PA 19312CRD# 7295172Firm CRD# 140710
01

About

Catherine Mary Whetstone is a registered financial advisor based in BERWYN, Pennsylvania, affiliated with STERLING INVESTMENT ADVISORS LTD.. 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
03

Firm Overview

Firm
STERLING INVESTMENT ADVISORS LTD.
STERLING INVESTMENT ADVISORS LTD.
AUM
$746M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at STERLING INVESTMENT ADVISORS LTD. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7295172
Firm CRD# 140710
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Catherine Mary Whetstone offer?
Catherine Mary Whetstone specializes in Financial Planning, Investment Management. Contact their office in BERWYN, Pennsylvania for a consultation.
What are Catherine Mary Whetstone's credentials?
Catherine Mary Whetstone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherine Mary Whetstone located?
Catherine Mary Whetstone is based in BERWYN, Pennsylvania, working with STERLING INVESTMENT ADVISORS LTD.. Their office serves clients in the BERWYN metropolitan area and surrounding communities.
How does Catherine Mary Whetstone charge for services?
Catherine Mary Whetstone'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 ADVISORS LTD.?
STERLING INVESTMENT ADVISORS LTD. has approximately 9 employees and manages $746M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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