Unclaimed Profile

Sterling Lawrence Sessions

PRESTIGE WEALTHWIDE, LLC·LEHI, Utah

Series 7, Series 63, Series 66Clean record19 years registeredPRESTIGE WEALTHWIDE, LLC

525 W SUNRISE WAY, LEHI, UT 84043CRD# 4851717Firm CRD# 321789

Profile Verification

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

Identity

Sterling Lawrence Sessions · LEHI, UT

Registration

CRD #4851717 · PRESTIGE WEALTHWIDE, LLC · 19 years registered

Brand Profile

Not yet started

Career History

PRESTIGE WEALTHWIDE, LLC

Oct 2022 – present

ZEGA FINANCIAL, LLC

Apr 2021 – Nov 2022

AURORA, CO

DIAMOND WEALTH MANAGEMENT, LLC

Oct 2017 – Sep 2021

DENVER, CO

ENSIGN WEALTH ADVISORS LLC

Jan 2015 – Oct 2017

GREENWOOD VILLAGE, CO

UCI WEALTH ADVISORS LLC

Nov 2011 – Jan 2015

MERIDIAN, ID

AMERIVEST INVESTMENT MANAGEMENT, LLC

Apr 2009 – Dec 2011

DENVER, CO

TD AMERITRADE, INC.

Apr 2009 – Dec 2011

DENVER, CO

STRATEGIC ADVISERS, INC.

Aug 2007 – Feb 2009

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · August 1, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRESTIGE WEALTHWIDE, LLC

CRD 321789 · SEC 801-125937

AUM

$208M

Regulatory assets under management

Employees

366 client accounts

Services offered by PRESTIGE WEALTHWIDE, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PRESTIGE WEALTHWIDE, LLC →

Introduction

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Frequently Asked Questions

What services does Sterling Lawrence Sessions offer?

Sterling Lawrence Sessions specializes in Investment Management, Fee-Only Advisory. Contact their office in LEHI, Utah for a consultation.

What are Sterling Lawrence Sessions's credentials?

Sterling Lawrence Sessions is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sterling Lawrence Sessions located?

Sterling Lawrence Sessions is based in LEHI, Utah, working with PRESTIGE WEALTHWIDE, LLC. Their office serves clients in the LEHI metropolitan area and surrounding communities.

How does Sterling Lawrence Sessions charge for services?

Sterling Lawrence Sessions's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRESTIGE WEALTHWIDE, LLC?

PRESTIGE WEALTHWIDE, LLC has approximately 4 employees and manages $208M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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