Todd Sterling, financial advisor Rochester Hills MI

Todd Sterling

CRD Number: 5516183
Current Firm: Cambridge Investment Research Advisors, Inc.

Todd Sterling (CRD# 5516183) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rochester Hills, MI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Feb 2019 - Current 5
Cambridge Investment Research Advisors, Inc. Fairfield, IA Feb 2019 - Current 5
Tsterling Pllc Rochester, MI Oct 2014 - Current 9
Waddell & Reed Inc. Rochester Hills, MI Jun 2011 - Feb 2019 7
Various Insurance Carriers For W&r Insurance Agencies Rochester, MI Jun 2011 - Feb 2019 7
Raya Rochester, MI Mar 2016 - Jun 2018 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Todd A. Sterling
Phone Number: 641-472-5100
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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