Sterling Investment Advisors Ltd.

Sterling Investment Advisors Ltd. (CRD# 140710) is a financial advisory firm headquartered in Berwyn, PA. They manage $745,783,895 in 1,391 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    746
    MILLION
  • Total Number of Accounts
    1,391
    ACCOUNTS
  • Average Account Value
    $536,149
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, DE, FL, MA, MD, NE, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Sterling Investment Advisors Ltd.
Showing 1 - 7 of 7 top financial advisors.
1
Matthew P. Croley
CRD#: 4504182
1055 Westlakes Drive, Suite 150, Berwyn, PA 19312

Matthew Croley (CRD# 4504182) is an Investment Advisor Representative working at Sterling Investment Advisors Ltd. in Berwyn, PA and has over 21 years of experience in the finance industry.

2
Sean M. Flatley
CRD#: 4118232
1055 Westlakes Drive, Suite 150, Berwyn, PA 19312

Sean Flatley (CRD# 4118232) is an Investment Advisor Representative working at Sterling Investment Advisors Ltd. in Berwyn, PA and has over 24 years of experience in the finance industry.

3
Timothy E. Flatley
CRD#: 1171110
1055 Westlakes Drive, Suite 150, Berwyn, PA 19312

Timothy Flatley (CRD# 1171110) is an Investment Advisor Representative working at Sterling Investment Advisors Ltd. in Berwyn, PA and has over 40 years of experience in the finance industry.

4
Bray A. Hansel
CRD#: 5922166
1055 Westlakes Drive, Suite 150, Berwyn, PA 19312

Bray Hansel (CRD# 5922166) is an Investment Advisor Representative working at Sterling Investment Advisors Ltd. in Berwyn, PA and has over 12 years of experience in the finance industry.

5
David S. Newcomb
CRD#: 2671317
1055 Westlakes Drive, Suite 150, Berwyn, PA 19312

David Newcomb (CRD# 2671317) is an Investment Advisor Representative working at Sterling Investment Advisors Ltd. in Berwyn, PA and has over 21 years of experience in the finance industry.

6
Gabriel M. Fairorth
CRD#: 7468189
1055 Westlakes Drive, Suite 150, Berwyn, PA 19312

Gabriel Fairorth (CRD# 7468189) is an Investment Advisor Representative working at Sterling Investment Advisors Ltd. in Berwyn, PA and has over 2 years of experience in the finance industry.

7
Carolyn W. Kaminskas
CRD#: 7766851
1055 Westlakes Drive, Suite 150, Berwyn, PA 19312

Carolyn Kaminskas (CRD# 7766851) is an Investment Advisor Representative working at Sterling Investment Advisors Ltd. in Berwyn, PA and has 1 year of experience in the finance industry.

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