Paul McClatchy, financial advisor Berwyn PA
96 score

Paul McClatchy

CRD Number: 1958921
Current Firm: Sterling Investment Advisors Ltd.

Paul McClatchy (CRD# 1958921) is an Investment Advisor Representative working at Sterling Investment Advisors Ltd. in Berwyn, PA and has over 22 years of experience in the finance industry. Paul McClatchy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sterling Investment Advisors Ltd. Berwyn, PA Jan 2014 - Current 2
West Capital Management West Chester, PA Jun 2013 - Dec 2013 < 1
Haverford Trust West Chester, PA Sep 2012 - Mar 2013 < 1
Emoney Advisors, LLC Conshohocken, PA Jul 2009 - Aug 2012 3
Commerce Capital Markets, Inc. Conshohocken, PA Jan 2006 - Jul 2009 3
Commerce Bank Conshohocken, PA Jul 2005 - Jul 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
S65 NASAA Investment Advisors Law Examination Nov 1997
Contact Info for Paul C. McClatchy
Phone Number: 610-560-0400
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    234
    MILLIONS
  • Total Number of Accounts
    750
    ACCOUNTS
  • Average Account Value
    $312,302
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

DE, MD, NJ, NY, PA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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