STERLING ADVISORY SERVICES, LLC

STERLING ADVISORY SERVICES, LLC of SAN JOSE, CA is an SEC-registered investment adviser (CRD 169827). Regulatory assets under management: $6.2M.

Registration

• CRD: 169827
• Type: Registered investment adviser
• Location: 1541 THE ALAMEDA, SAN JOSE, CA, 95126-2311
• Phone: 408-213-6902
• Latest filing: 2026-03-31
• Regulatory AUM: $6.2M
• Discretionary AUM: $3.3M
• Non-discretionary AUM: $2.9M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169827 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search