STERLING FINANCIAL PLANNING

STERLING FINANCIAL PLANNING of NEW YORK, NY is an SEC-registered investment adviser (CRD 126064).

Registration

• CRD: 126064
• Type: Registered investment adviser
• Location: 475 PARK AVENUE SOUTH, NEW YORK, NY, 10016
• Phone: 212-405-1616
• Latest filing: 2026-02-26
• Clients: 1

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 126064 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search