Sterling Financial Planning Inc.

Sterling Financial Planning Inc. (CRD# 108664) is a financial advisory firm headquartered in Sparta, NJ. They manage $623,209,769 in 1,575 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
60 Blue Heron Road, Suite 201, Sparta, NJ 07871
http://www.sterlingadvice.com
By the Numbers
  • Total Assets Under Management
    623
    MILLION
  • Total Number of Accounts
    1,575
    ACCOUNTS
  • Average Account Value
    $395,689
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, MA, ME, NC, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Sterling Financial Planning Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Matthew Hannum, financial advisor Sparta NJ
Matthew J. Hannum
CRD#: 4648935
60 Blue Heron Road, Suite 201, Sparta, NJ 07871

Matthew Hannum (CRD# 4648935) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 20 years of experience in the finance industry.

2
Deanna Iannuzzi, financial advisor Sparta NJ
Deanna Iannuzzi
CRD#: 2113072
60 Blue Heron Road, Suite 201, Sparta, NJ 07871

Deanna Iannuzzi (CRD# 2113072) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 33 years of experience in the finance industry.

3
Nicholas Nicolette, financial advisor Sparta NJ
Nicholas A. Nicolette
CRD#: 1029894
60 Blue Heron Road, Suite 201, Sparta, NJ 07871

Nicholas Nicolette (CRD# 1029894) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 39 years of experience in the finance industry.

4
Glen Thomas, financial advisor Sparta NJ
Glen A. Thomas
CRD#: 1858079
60 Blue Heron Road, Suite 201, Sparta, NJ 07871

Glen Thomas (CRD# 1858079) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 33 years of experience in the finance industry.

5
Ross Weiner, financial advisor Sparta NJ
Ross D. Weiner
CRD#: 5499957
60 Blue Heron Road, Suite 201, Sparta, NJ 07871

Ross Weiner (CRD# 5499957) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has 1 year of experience in the finance industry.

6
Constance Millahn, financial advisor Sparta NJ
Constance P. Millahn
CRD#: 6062048
60 Blue Heron Road, Suite 201, Sparta, NJ 07871

Constance Millahn (CRD# 6062048) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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