STERLING INVESTMENT PARTNERS ADVISERS, LLC

WESTPORT, Connecticut·7 registered advisors·CRD# 156946
SEC# 801-739760203-226-8711
01

Firm Overview

AUM
$1.7B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: MONITORING FEES, AND CERTAIN OTHER PORTFOLIO COMPANY FEES
03

Specialties

Retirement Planning
04

Advisors at STERLING INVESTMENT PARTNERS ADVISERS, LLC

7 registered advisors
Charles William Santoro
WESTPORT, Connecticut
Douglas Lorie Newhouse
WESTPORT, Connecticut
Michael Andrew Barr
WESTPORT, Connecticut
Morris William Macey
WESTPORT, Connecticut
Pei Nmn Xu
WESTPORT, Connecticut
William Lester Selden
WESTPORT, Connecticut
William Peter Russell
WESTPORT, Connecticut
05

Office Locations

WESTPORT, Connecticut
7 advisors

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Data sourced from SEC Form ADV filings. STERLING INVESTMENT PARTNERS ADVISERS, LLC (CRD# 156946) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.