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).

By the Numbers
  • Total Assets Under Management
    205
    MILLION
  • Total Number of Accounts
    516
    ACCOUNTS
  • Average Account Value
    $397,287
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, LA, MS, TX

Financial Advisors at Crescent Sterling Ltd.
Showing 1 - 4 of 4 top financial advisors.
1
Mitchell R. Bordelon
CRD#: 5900154
4415 Shores Drive, Suite 250, Metairie, LA 70006

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. 

2
Michael T. Nobile
CRD#: 1605003
4415 Shores Drive, Suite 250, Metairie, LA 70006

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.

3
William H. Thompson
CRD#: 1431265
4415 Shores Drive, Suite 250, Metairie, LA 70006

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.

4
Trevor W. Thompson
CRD#: 6075106
4415 Shores Drive, Suite 250, Metairie, LA 70006

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.

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