Shaun Sterling (CRD# 4101229) is an Investment Advisor Representative working at The Pinnacle Financial Group in Melville, NY and has over 12 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Melville, NY | Oct 2020 - Current | 3 |
The Pinnacle Financial Group | Melville, NY | Oct 2020 - Current | 3 |
Lippencott Financial Group | East Setauket, NY | Jan 2017 - Oct 2020 | 3 |
Eagle Strategies LLC | Melville, NY | Mar 2015 - Oct 2020 | 5 |
Nylife Securities, LLC | Melville, NY | Dec 2014 - Oct 2020 | 5 |
New York Life Insurance Company | Melville, NY | Oct 2014 - Oct 2020 | 6 |
Unemployed | Mattituck, NY | Dec 2013 - Sep 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2011 |
- NY
-
Total Assets Under Management1,204MILLIONS
-
Total Number of Accounts5,266ACCOUNTS
-
Average Account Value$228,618
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, IA, IL, MA, MD, MI, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA
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