SIERRA FINANCIAL ADVISORS, LLC

SIERRA FINANCIAL ADVISORS, LLC of RAMSEY, NJ is an SEC-registered investment adviser (CRD 141044). Regulatory assets under management: $75.1M.

Registration

• CRD: 141044
• Type: Registered investment adviser
• Location: 145 N. FRANKLIN TURNPIKE, RAMSEY, NJ, 07446
• Phone: 201-236-2226
• Latest filing: 2026-01-28
• Regulatory AUM: $75.1M
• Non-discretionary AUM: $75.1M
• Clients: 2
• Accounts: 180

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141044 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search