Unclaimed Profile

Timothy Edward Flatley

STERLING INVESTMENT ADVISORS LTD.·BERWYN, Pennsylvania

SIE, Series 4, Series 7, Series 24, Series 63, Series 65, Series 99TOChFCClean record33 years registeredSTERLING INVESTMENT ADVISORS LTD.

1055 WESTLAKES DRIVE, BERWYN, PA 19312CRD# 1171110Firm CRD# 140710

Profile Verification

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

Identity

Timothy Edward Flatley · BERWYN, PA

Registration

CRD #1171110 · STERLING INVESTMENT ADVISORS LTD. · 33 years registered

Brand Profile

Not yet started

Career History

PURSHE KAPLAN STERLING INVESTMENTS

Apr 2011 – present

STERLING INVESTMENT ADVISORS LTD.

May 2006 – present

IFG RUSSELL ADVISORS INC

Jan 1995 – Oct 2017

BERWYN, PA

AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

Sep 1992 – Nov 2006

BERWYN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · September 25, 1992

Years registered · 33

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STERLING INVESTMENT ADVISORS LTD.

CRD 140710 · SEC 801-66769

AUM

$746M

Regulatory assets under management

Employees

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. →

Introduction

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Frequently Asked Questions

What services does Timothy Edward Flatley offer?

Timothy Edward Flatley specializes in Financial Planning, Investment Management. Contact their office in BERWYN, Pennsylvania for a consultation.

What are Timothy Edward Flatley's credentials?

Timothy Edward Flatley holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Timothy Edward Flatley located?

Timothy Edward 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 Timothy Edward Flatley charge for services?

Timothy Edward 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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