Sterling Advisory Services, LLC

Sterling Advisory Services, LLC (CRD# 169827) is a financial advisory firm headquartered in San Jose, CA. They manage $16,825,200 in 68 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $247,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Sterling Advisory Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Elizabeth L. Flores
CRD#: 4617040
1541 The Alameda, Suite B, San Jose, CA 95126
81
Wealthminder
score

Elizabeth Flores (CRD# 4617040) is an Investment Advisor Representative working at Sterling Advisory Services, LLC in San Jose, CA and has over 15 years of experience in the finance industry.

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