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Sean Michael Flatley

STERLING INVESTMENT ADVISORS LTD.·BERWYN, Pennsylvania
SIE, Series 7, Series 66CFPClean record24 years registeredSTERLING INVESTMENT ADVISORS LTD.
1055 WESTLAKES DRIVE, BERWYN, PA 19312CRD# 4118232Firm CRD# 140710

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sean Michael Flatley · BERWYN, PA
Registration
CRD #4118232 · STERLING INVESTMENT ADVISORS LTD. · 24 years registered
Brand Profile
Not yet started
01

Career History

STERLING INVESTMENT ADVISORS LTD.
May 2006 – present
AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.
Feb 2002 – Nov 2006
BERWYN, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · February 21, 2002
Years registered · 24
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 INVESTMENT ADVISORS LTD.
CRD 140710 · SEC 801-66769
AUM
$746M
Regulatory assets under management
Employees
9
1,391 client accounts
Services offered by STERLING INVESTMENT ADVISORS LTD.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STERLING INVESTMENT ADVISORS LTD. →
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05

Frequently Asked Questions

What services does Sean Michael Flatley offer?
Sean Michael Flatley specializes in Financial Planning, Investment Management. Contact their office in BERWYN, Pennsylvania for a consultation.
What are Sean Michael Flatley's credentials?
Sean Michael Flatley holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Sean Michael Flatley located?
Sean Michael Flatley 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 Sean Michael Flatley charge for services?
Sean Michael Flatley'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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Other Advisors at STERLING INVESTMENT ADVISORS LTD.

Timothy Edward Flatley
BERWYN, PA
ChFC

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