STERLING FINANCIAL ADVISORS, LLC

WYOMISSING, Pennsylvania·1 registered advisor·CRD# 111962
SEC# 801-69356610-376-9561
01

Firm Overview

AUM
$139M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: CONSULTING RETIREMENT PLANS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at STERLING FINANCIAL ADVISORS, LLC

1 registered advisor
Jon Andrew Weidman
WYOMISSING, Pennsylvania
05

Office Locations

WYOMISSING, Pennsylvania
1 advisor

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Data sourced from SEC Form ADV filings. STERLING FINANCIAL ADVISORS, LLC (CRD# 111962) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.