# STERLING INVESTMENT ADVISORS LTD.

STERLING INVESTMENT ADVISORS LTD. of BERWYN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 140710
- Type: SEC-registered investment adviser
- SEC file number: 801-66769
- Location: 1055 WESTLAKES DRIVE, SUITE 150, BERWYN, PA, 19312
- Phone: 610-560-0400
- Latest filing: 2026-03-21
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 7
- Accounts: 1,611

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Timothy Edward Flatley | PRESIDENT | — |
| Sean Michael Flatley | TREASURER | — |
| Catherine Mary Whetstone | CHIEF COMPLIANCE OFFICER | — |
| FLATLEY TIMOTHY EDWARD | PRESIDENT | — |
| FLATLEY SEAN MICHAEL | TREASURER | — |
| SMALTZ MICHELLE ROBIN | CHIEF COMPLIANCE OFFICER | — |
| WHETSTONE CATHERINE MARY | CHIEF COMPLIANCE OFFICER | — |
| GREENE JILLIAN ELYSE | CHIEF COMPLIANCE OFFICER/HEAD OF OFFICE OPERATIONS | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 610-560-0400 |
| — | — | 1 | 610-560-0400 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140710/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140710/similar
- Related entities: https://search.stillhousedata.com/firm/140710/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140710

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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.