Sterling Investment Advisors Ltd.

Sterling Investment Advisors Ltd. (CRD# 140710) is a financial advisory firm headquartered in Berwyn, PA. They manage $234,226,286 in 750 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    234
    MILLION
  • Total Number of Accounts
    750
    ACCOUNTS
  • Average Account Value
    $312,302
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
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.

DE, MD, NJ, NY, PA

Financial Advisors at Sterling Investment Advisors Ltd.
Showing 1 - 6 of 6 top financial advisors.
1
Sean M. Flatley
CRD#: 4118232
1055 Westlakes Drive, Suite 150, Berwyn, PA 19312
96
Wealthminder
score

Sean Flatley (CRD# 4118232) is an Investment Advisor Representative working at Sterling Investment Advisors Ltd. in Berwyn, PA and has over 16 years of experience in the finance industry. Sean Flatley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Paul C. McClatchy
CRD#: 1958921
1055 Westlakes Drive, Suite 150, Berwyn, PA 19312
96
Wealthminder
score

Paul McClatchy (CRD# 1958921) is an Investment Advisor Representative working at Sterling Investment Advisors Ltd. in Berwyn, PA and has over 22 years of experience in the finance industry. Paul McClatchy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Matthew P. Croley
CRD#: 4504182
1055 Westlakes Drive, Suite 150, Berwyn, PA 19312
93
Wealthminder
score

Matthew Croley (CRD# 4504182) is an Investment Advisor Representative working at Sterling Investment Advisors Ltd. in Berwyn, PA and has over 14 years of experience in the finance industry.

4
Lisa L. Curcio
CRD#: 2514419
1055 Westlakes Drive, Suite 150, Berwyn, PA 19312
93
Wealthminder
score

Lisa Curcio (CRD# 2514419) is an Investment Advisor Representative working at Sterling Investment Advisors Ltd. in Berwyn, PA and has over 22 years of experience in the finance industry.

5
David S. Newcomb
CRD#: 2671317
1055 Westlakes Drive, Suite 150, Berwyn, PA 19312
93
Wealthminder
score

David Newcomb (CRD# 2671317) is an Investment Advisor Representative working at Sterling Investment Advisors Ltd. in Berwyn, PA and has over 14 years of experience in the finance industry.

6
Julian Sur
CRD#: 6280478
675 Lancaster Avenue, Berwyn, PA 19312
87
Wealthminder
score

Julian Sur (CRD# 6280478) is an Investment Advisor Representative working at Sterling Investment Advisors Ltd. in Berwyn, PA and has 1 year of experience in the finance industry.

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