Crescent Sterling Ltd.
Crescent Sterling Ltd. (CRD# 106633) is a financial advisory firm headquartered in Metairie, LA. They manage $205,000,000 in 516 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management205MILLION
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Total Number of Accounts516ACCOUNTS
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Average Account Value$397,287
- 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
- Other
AL, LA, MS, TX
Mitchell Bordelon (CRD# 5900154) is a Portfolio Manager for Crescent Sterling, Ltd. Before joining CSL, Mitchell worked as a Financial Advisor for four years with Hancock Investment Services.
Michael Nobile (CRD# 1605003) is an Investment Advisor Representative working at Crescent Sterling Ltd. in Metairie, LA and has over 34 years of experience in the finance industry.
William Thompson (CRD# 1431265) is an Investment Advisor Representative working at Crescent Sterling Ltd. in Metairie, LA and has over 36 years of experience in the finance industry.
Trevor Thompson (CRD# 6075106) is an Investment Advisor Representative working at Crescent Sterling Ltd. in Metairie, LA and has 1 year of experience in the finance industry.