Charles Sterling (CRD# 5535903) is an Investment Advisor Representative working at Deafinvest in Tysons, VA and has over 15 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Maryland School For The Deaf Alumni Association Inc. | Frederick, MD | Jan 2014 - Current | 10 |
| Schwarz Financial Services | Fairfax, VA | Jan 2008 - Current | 16 |
| Global Deaf Muslim | Falls Church, VA | Jan 2008 - Current | 16 |
| Cetera Advisors LLC | Denver, CO | Oct 2016 - Nov 2019 | 3 |
| Dawn | Washington, DC | May 2016 - Sep 2019 | 3 |
| Latino Deaf And Hard Of Hearing Of Dc Metro Area Inc. | Washington, DC | Jan 2015 - Dec 2016 | 1 |
| Investors Capital Corporation | Lynnfield, MA | Oct 2013 - Oct 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2008 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- DC
- FL
- MD
- VA
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Total Assets Under Management13MILLIONS
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Total Number of Accounts50ACCOUNTS
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Average Account Value$260,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, DE, FL, IL, IN, MD, MO, NC, NY, OH, OR, TX, VA, WA
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