# STERLING FINANCIAL SERVICES, LLC

STERLING FINANCIAL SERVICES, LLC of CONCORD, NH is an SEC-registered investment adviser.

## Registration

- CRD: 135505
- Type: SEC-registered investment adviser
- SEC file number: 801-71022
- Location: 6 LOUDON ROAD, SUITE 505, CONCORD, NH, 03301
- Phone: 603-224-1010
- Latest filing: 2012-06-28
- Regulatory AUM: $48.0M
- Discretionary AUM: $27.9M
- Non-discretionary AUM: $20.1M
- Clients: 1
- Accounts: 633

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| KNEE JAMES EDWARD | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER , MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135505/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135505/similar
- Related entities: https://search.stillhousedata.com/firm/135505/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135505

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.