Sterling Global Strategies, LLC

Sterling Global Strategies, LLC (CRD# 172404) is a financial advisory firm headquartered in Carlsbad, CA. They manage $392,700,000 in 668 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    393
    MILLION
  • Total Number of Accounts
    668
    ACCOUNTS
  • Average Account Value
    $587,874
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AZ, CA, CO, MN, TX, WA

Financial Advisors at Sterling Global Strategies, LLC
Showing 1 - 5 of 5 top financial advisors.
1
John P. Paladino
CRD#: 4269416
1808 Aston Ave., Suite 245, Carlsbad, CA 92008
93
Wealthminder
score

John Paladino (CRD# 4269416) is an Investment Advisor Representative working at Sterling Global Strategies, LLC in Carlsbad, CA and has over 15 years of experience in the finance industry.

2
John T. Nance
CRD#: 6296465
1808 Aston Ave., Suite 245, Carlsbad, CA 92008
89
Wealthminder
score

John Nance (CRD# 6296465) is an Investment Advisor Representative working at Sterling Global Strategies, LLC in Carlsbad, CA and has over 3 years of experience in the finance industry.

3
Mark W. Eicker
CRD#: 2324993
1808 Aston Ave., Suite 245, Carlsbad, CA 92008
83
Wealthminder
score

Mark Eicker (CRD# 2324993) is an Investment Advisor Representative working at Sterling Global Strategies, LLC in Carlsbad, CA and has over 23 years of experience in the finance industry.

4
Michael S. Haig
CRD#: 2517717
1808 Aston Ave., Suite 245, Carlsbad, CA 92008
83
Wealthminder
score

Michael Haig (CRD# 2517717) is an Investment Advisor Representative working at Sterling Global Strategies, LLC in Carlsbad, CA and has over 21 years of experience in the finance industry.

5
Gregory J. Carroll
CRD#: 2542500
1808 Aston Ave., Suite 245, Carlsbad, CA 92008
63
Wealthminder
score

Gregory Carroll (CRD# 2542500) is an Investment Advisor Representative working at Sterling Global Strategies, LLC in Carlsbad, CA and has over 22 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.