STERLING FINANCIAL ADVISORS, LLC
CRD #111962 SEC #801-69356 WYOMISSING, PA 610-376-9561
SEC Registered
Total AUM
$104.9M
Discretionary
$0
Employees
8
Clients
1
Accounts
499
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 15, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CONNERTON, STEPHANIE, ANN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERTON, STEPHANIE, ANN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERTON, STEPHANIE, ANN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERTON, STEPHANIE, ANN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERTON, STEPHANIE, ANN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERTON, STEPHANIE, ANN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERTON, STEPHANIE, ANN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PEER, LAURIE, MICHELE | I | VICE PRESIDENT | NA | Control |
| PEER, LAURIE, MICHELE | I | VICE PRESIDENT | NA | Control |
| WEIDMAN, J, ANDREW | I | PRESIDENT | NA | Control |
| WEIDMAN, JON, ANDREW | I | PRESIDENT | NA | Control |
| WEIDMAN, JON, ANDREW | I | PRESIDENT | NA | Control |
| WEIDMAN, JON, ANDREW | I | PRESIDENT | NA | Control |
| WEIDMAN, JON, ANDREW | I | PRESIDENT | NA | Control |
| WEIDMAN, JON, ANDREW | I | PRESIDENT | NA | Control |
| WEIDMAN, JON, ANDREW | I | PRESIDENT | NA | Control |
| REINSEL KUNTZ LESHER LLP | DE | MEMBER | E | Control |
| REINSEL KUNTZ LESHER LLP | DE | MEMBER | E | Control |
| REINSEL KUNTZ LESHER LLP | DE | MEMBER | E | Control |
| REINSEL KUNTZ LESHER LLP | DE | MEMBER | E | Control |
| REINSEL KUNTZ LESHER LLP | DE | MEMBER | E | Control |
| REINSEL KUNTZ LESHER LLP | DE | MEMBER | E | Control |
| REINSEL KUNTZ LESHER LLP | DE | MEMBER | E | Control |
Registrations
Federal
IA
Mar 15, 2013 REGISTERED
Notice Filings (4)
LA NH NJ PA
Address
1330 BROADCASTING ROADWYOMISSING, PA 19610-6008
United States
Phone: 610-376-9561