Sterling Newton, Inc.

Sterling Newton, Inc. (CRD# 139772) is a financial advisory firm headquartered in Jacksonville, FL. They manage $18,507,000 in 131 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
13400 Sutton Park Drive South, Unit 1501, Jacksonville, FL 32224
http://www.sterlingnewton.com
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    131
    ACCOUNTS
  • Average Account Value
    $141,275
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
  • 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.

FL

Financial Advisors at Sterling Newton, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
William Newton, financial advisor Jacksonville FL
William S. Newton
CRD#: 2062531
13400 Sutton Park Drive South, Unit 1501, Jacksonville, FL 32224

William Newton (CRD# 2062531) is an Investment Advisor Representative working at Sterling Newton, Inc. in Jacksonville, FL and has over 27 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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