STERLING INVESTMENT ADVISORS LTD.

BERWYN, Pennsylvania·5 registered advisors·CRD# 140710
SEC# 801-667691610-560-0400
01

Firm Overview

AUM
$746M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
5
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 PlanningInvestment Management
04

Advisors at STERLING INVESTMENT ADVISORS LTD.

5 registered advisors
Catherine Mary Whetstone
BERWYN, Pennsylvania
Jillian Elyse Greene
BERWYN, Pennsylvania
Michelle Robin Smaltz
BERWYN, Pennsylvania
Sean Michael Flatley
BERWYN, Pennsylvania
Timothy Edward Flatley
BERWYN, Pennsylvania
05

Office Locations

BERWYN, Pennsylvania
5 advisors

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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.