# STERLING LEGACY ADVISORS INC.

STERLING LEGACY ADVISORS INC. is an SEC-registered investment adviser.

## Registration

- CRD: 340172
- Type: SEC-registered investment adviser
- SEC file number: 801-135300
- Phone: 201-655-2022
- Latest filing: 2026-07-01
- Clients: 4

## Business model

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

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Steven Morgan | OPERATIONS | Tampa, FL |
| Jonathan Evans Varelas | CHIEF EXECUTIVE OFFICER | — |
| Catherine Helen Gilhuley | CHIEF COMPLIANCE OFFICER | — |
| James Matthew Darch | CHIEF OPERATING OFFICER | — |
| Steven Anthony Morgan | OPERATIONS | — |
| Jonathan Varelas | CHIEF EXECUTIVE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/340172/brochure
- Similar advisers: https://search.stillhousedata.com/firm/340172/similar
- Related entities: https://search.stillhousedata.com/firm/340172/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/340172

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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.