STERLING FINANCIAL PLANNING INC

STERLING FINANCIAL PLANNING INC of SPARTA, NJ is an SEC-registered investment adviser (CRD 108664). Regulatory assets under management: $760.8M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.

Officers, owners & control persons (12)

NameRoleLocation
Thomas Henshon AndrewSENIOR ASSOCIATE; TREASURER; VICE PRESIDENTSpringfield, MA
Nicholas Anthony NicolettePRESIDENT AND CHIEF COMPLIANCE OFFICER—
Glen Andrew ThomasTREASURER—
Matthew Joseph HannumSECRETARY—
Ross David WeinerSHAREHOLDER—
TUCKER BRUCE ROBERTPRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER; PRESIDENT; CHIEF COMPLIANCE OFFICER (+1 more)—
NICOLETTE NICHOLAS ANTHONYPRESIDENT AND CHIEF COMPLIANCE OFFICER; TREASURER—
WESCOTT STEPHEN WALTERSECRETARY—
NIKAIDO SHARON MADOISENIOR ASSOCIATE—
KING BARBARA JANEPRESIDENT—
HANNUM MATTHEW JOSEPHSECRETARY—
WEINER ROSS DAVIDSHAREHOLDER—

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