Sterling Manor Financial, LLC

Sterling Manor Financial, LLC (CRD# 284218) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $70,693,554 in 603 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    603
    ACCOUNTS
  • Average Account Value
    $117,236
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
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.

FL, NY, TX, VA

Financial Advisors at Sterling Manor Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James W. Flanagan
CRD#: 5019556
18 Division Street, Suite 202, Saratoga Springs, NY 12866
83
Wealthminder
score

James Flanagan (CRD# 5019556) is an Investment Advisor Representative working at Sterling Manor Financial, LLC in Saratoga Springs, NY and has over 12 years of experience in the finance industry.

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