WILLIAM ALAN STERLING is an investment adviser representative (IAR) with state registration records since 2009, appearing at 4 firms. Currently registered with TRITONPOINT WEALTH, LLC, TRITONPOINT CAPITAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TRITONPOINT CAPITAL, LLC | 2025-08-11 | present | Yes |
| TRITONPOINT WEALTH, LLC | 2023-10-18 | present | Yes |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2019-04-08 | 2023-11-03 | — |
| CHARLES SCHWAB & CO., INC. | 2009-10-15 | 2019-04-15 | — |