Falists
← Back to search

STERLING LEGACY ADVISORS INC.

CRD 340172 · SEC 801-135300

NJ, United States

Phone

201-655-2022

Fax

201-767-2318

Registration

Registered (APPROVED-120)

Source

SEC registered

Total AUM

$0

Discretionary AUM

$0

Team

4 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-06-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingADVISORY CONSULTING & FAMILY OFFICE AND WEALTH PLANNING SERVICES

States served

NJ, NY

Official SEC filing: View on IAPD