STERLING INVESTMENT ADVISORS LTD.

BERWYN, Pennsylvania·2 registered advisors·CRD# 140710

SEC# 801-667691610-560-0400

01

Firm Overview

AUM

$746M

Regulatory assets under management

Employees

9

Total firm employees

Advisors

2

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

03

Specialties

Financial Planning Investment Management

04

Advisors at STERLING INVESTMENT ADVISORS LTD.

2 registered advisors

Sean Michael Flatley

BERWYN, Pennsylvania

Timothy Edward Flatley

BERWYN, Pennsylvania

05

Office Locations

BERWYN, Pennsylvania

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Data sourced from SEC Form ADV filings. STERLING INVESTMENT ADVISORS LTD. (CRD# 140710) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.