RIA Intelligence

STERLING FINANCIAL PLANNING INC

CRD #108664 SEC #801-56025 SPARTA, NJ 973-729-1234
SEC Registered
Total AUM
$671.9M
Discretionary
$428.8M
Employees
8
Clients
101
Accounts
1,602

Firm Details

Organization Type
Corporation
State of Formation
New Jersey
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
NIKAIDO, SHARON, MADOIISENIOR ASSOCIATENA
THOMAS, GLEN, ANDREWISENIOR ASSOCIATENA
HANNUM, MATTHEW, JOSEPHISECRETARYC Control
HANNUM, MATTHEW, JOSEPHISECRETARYC Control
HANNUM, MATTHEW, JOSEPHISECRETARYC Control
HANNUM, MATTHEW, JOSEPHISECRETARYC Control
HANNUM, MATTHEW, JOSEPHISECRETARYC Control
HANNUM, MATTHEW, JOSEPHISECRETARYC Control
KING, BARBARA, JANEIPRESIDENTC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYITREASURERC Control
NICOLETTE, NICHOLAS, ANTHONYIPRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
NICOLETTE, NICHOLAS, ANTHONYIPRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
NICOLETTE, NICHOLAS, ANTHONYIPRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
NICOLETTE, NICHOLAS, ANTHONYIPRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
NICOLETTE, NICHOLAS, ANTHONYIPRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
NICOLETTE, NICHOLAS, ANTHONYIPRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
TUCKER, BRUCE, ROBERTIPRESIDENT; CHIEF COMPLIANCE OFFICERC Control
TUCKER, BRUCE, ROBERTIPRESIDENT; CHIEF COMPLIANCE OFFICERC Control
TUCKER, BRUCE, ROBERTIPRESIDENT; CHIEF COMPLIANCE OFFICERC Control
TUCKER, BRUCE, ROBERTIPRESIDENT; CHIEF COMPLIANCE OFFICERC Control
TUCKER, BRUCE, ROBERTIVICE PRESIDENTC Control
TUCKER, BRUCE, ROBERTIPRESIDENT; CHIEF COMPLIANCE OFFICERC Control
TUCKER, BRUCE, ROBERTIPRESIDENTC Control
TUCKER, BRUCE, ROBERTIPRESIDENTC Control
TUCKER, BRUCE, ROBERTIPRESIDENT; CHIEF COMPLIANCE OFFICERC Control
TUCKER, BRUCE, ROBERTIPRESIDENT; CHIEF COMPLIANCE OFFICERC Control
TUCKER, BRUCE, ROBERTIPRESIDENT; CHIEF COMPLIANCE OFFICERC Control
TUCKER, BRUCE, ROBERTIPRESIDENT; CHIEF COMPLIANCE OFFICERC Control
TUCKER, BRUCE, ROBERTIPRESIDENT; CHIEF COMPLIANCE OFFICERC Control
TUCKER, BRUCE, ROBERTIPRESIDENT; CHIEF COMPLIANCE OFFICERC Control
TUCKER, BRUCE, ROBERTIPRESIDENT; CHIEF COMPLIANCE OFFICERC Control
TUCKER, BRUCE, ROBERTIPRESIDENT; CHIEF COMPLIANCE OFFICERC Control
TUCKER, BRUCE, ROBERTIPRESIDENT; CHIEF COMPLIANCE OFFICERC Control
TUCKER, BRUCE, ROBERTIPRESIDENT; CHIEF COMPLIANCE OFFICERC Control
TUCKER, BRUCE, ROBERTIPRESIDENT; CHIEF COMPLIANCE OFFICERC Control
TUCKER, BRUCE, ROBERTIPRESIDENT; CHIEF COMPLIANCE OFFICERC Control
WESCOTT, STEPHEN, WALTERISECRETARYC Control
WESCOTT, STEPHEN, WALTERISECRETARYC Control
WESCOTT, STEPHEN, WALTERISECRETARYC Control
WESCOTT, STEPHEN, WALTERISECRETARYC Control
WESCOTT, STEPHEN, WALTERISECRETARYC Control
WESCOTT, STEPHEN, WALTERISECRETARYC Control
WESCOTT, STEPHEN, WALTERISECRETARYC Control
WESCOTT, STEPHEN, WALTERISECRETARYC Control
WESCOTT, STEPHEN, WALTERISECRETARYC Control
WESCOTT, STEPHEN, WALTERISECRETARYC Control
WESCOTT, STEPHEN, WALTERISECRETARYC Control
WESCOTT, STEPHEN, WALTERISECRETARYC Control
WESCOTT, STEPHEN, WALTERISECRETARYC Control
WESCOTT, STEPHEN, WALTERISECRETARYC Control
WESCOTT, STEPHEN, WALTERISECRETARYC Control
WESCOTT, STEPHEN, WALTERISECRETARYC Control
WESCOTT, STEPHEN, WALTERISECRETARYC Control
WESCOTT, STEPHEN, WALTERISECRETARYC Control
WESCOTT, STEPHEN, WALTERISECRETARYC Control
WESCOTT, STEPHEN, WALTERISECRETARYC Control
HANNUM, MATTHEW, JOSEPHISECRETARYB Control
HANNUM, MATTHEW, JOSEPHISECRETARYB Control
HANNUM, MATTHEW, JOSEPHISECRETARYB Control
HANNUM, MATTHEW, JOSEPHISECRETARYB Control
HANNUM, MATTHEW, JOSEPHISECRETARYB Control
HANNUM, MATTHEW, JOSEPHISECRETARYB Control
HANNUM, MATTHEW, JOSEPHISECRETARYB Control
HANNUM, MATTHEW, JOSEPHISECRETARYB Control
HANNUM, MATTHEW, JOSEPHISECRETARYB Control
HANNUM, MATTHEW, JOSEPHISECRETARYB Control
HANNUM, MATTHEW, JOSEPHISECRETARYB Control
THOMAS, GLEN, ANDREWIVICE PRESIDENTB Control
THOMAS, GLEN, ANDREWIVICE PRESIDENTB Control
THOMAS, GLEN, ANDREWIVICE PRESIDENTB Control
THOMAS, GLEN, ANDREWIVICE PRESIDENTB Control
THOMAS, GLEN, ANDREWIVICE PRESIDENTB Control
THOMAS, GLEN, ANDREWIVICE PRESIDENTB Control
THOMAS, GLEN, ANDREWIVICE PRESIDENTB Control
THOMAS, GLEN, ANDREWIVICE PRESIDENTB Control
THOMAS, GLEN, ANDREWIVICE PRESIDENTB Control
THOMAS, GLEN, ANDREWIVICE PRESIDENTB Control
THOMAS, GLEN, ANDREWIVICE PRESIDENTB Control
THOMAS, GLEN, ANDREWITREASURERB Control
THOMAS, GLEN, ANDREWITREASURERB Control
THOMAS, GLEN, ANDREWITREASURERB Control
THOMAS, GLEN, ANDREWITREASURERB Control
THOMAS, GLEN, ANDREWITREASURERB Control
THOMAS, GLEN, ANDREWITREASURERB Control
TUCKER, BRUCE, ROBERTIPRESIDENT; CHIEF COMPLIANCE OFFICERB Control
TUCKER, BRUCE, ROBERTIPRESIDENT; CHIEF COMPLIANCE OFFICERB Control
TUCKER, BRUCE, ROBERTIPRESIDENT; CHIEF COMPLIANCE OFFICERB Control
TUCKER, BRUCE, ROBERTIPRESIDENT; CHIEF COMPLIANCE OFFICERB Control
TUCKER, BRUCE, ROBERTIPRESIDENT; CHIEF COMPLIANCE OFFICERB Control
TUCKER, BRUCE, ROBERTIPRESIDENT; CHIEF COMPLIANCE OFFICERB Control
TUCKER, BRUCE, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
TUCKER, BRUCE, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
TUCKER, BRUCE, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
TUCKER, BRUCE, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
TUCKER, BRUCE, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
WEINER, ROSS, DAVIDISHAREHOLDERB
WEINER, ROSS, DAVIDISHAREHOLDERB
WEINER, ROSS, DAVIDISHAREHOLDERB
WEINER, ROSS, DAVIDISHAREHOLDERB
WEINER, ROSS, DAVIDISHAREHOLDERB
WEINER, ROSS, DAVIDISHAREHOLDERB
WEINER, ROSS, DAVIDISHAREHOLDERB
WEINER, ROSS, DAVIDISHAREHOLDERB
WEINER, ROSS, DAVIDISHAREHOLDERB
WEINER, ROSS, DAVIDISHAREHOLDERB
WEINER, ROSS, DAVIDISHAREHOLDERB
NIKAIDO, SHARON, MADOIISENIOR ASSOCIATEA
THOMAS, GLEN, ANDREWISENIOR ASSOCIATEA
WEINER, ROSS, DAVIDISHAREHOLDERA
WEINER, ROSS, DAVIDISHAREHOLDERA
WEINER, ROSS, DAVIDISHAREHOLDERA
WEINER, ROSS, DAVIDISHAREHOLDERA
WEINER, ROSS, DAVIDISHAREHOLDERA
WEINER, ROSS, DAVIDISHAREHOLDERA

Registrations

Federal

IA
Mar 27, 2025 REGISTERED

Notice Filings (19)

CA CT FL GA HI LA MA MD ME NC NH NJ NY PA SC TN TX VA VT

Address

60 BLUE HERON ROAD, SUITE 201
SPARTA, NJ 07871-2608
United States
Phone: 973-729-1234