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William Alan Sterling

Tritonpoint Capital, LLC

Chevy Chase, MD

Tritonpoint Wealth, LLC

Chevy Chase, MD

CRD 4823837

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Employer firm

Tritonpoint Capital, LLC CRD 336417

$250M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Tritonpoint Capital, Llc

5404 Wisconsin Avenue, Suite 330, Chevy Chase, MD 20815 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-08-11
  • MD RA
    APPROVED
    Since 2025-08-11

Branch Locations

5404 Wisconsin Avenue, Suite 330, Chevy Chase, MD 20815 • United States

Tritonpoint Wealth, Llc

5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-10-18
  • MD RA
    APPROVED
    Since 2023-10-18

Branch Locations

5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Tysons Corner VA 08/2009 04/2019
Goldman Sachs Personal Financial Management Bethesda MD 04/2019 10/2023
Goldman Sachs & Co. Llc Bethesda MD 07/2019 10/2023
Tritonpoint Wealth, Llc Chevy Chase MD 10/2023 Present
Tritonpoint Capital, Llc Chevy Chase MD 07/2025 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-07-22
S66 Uniform Combined State Law Examination 2009-10-12
  • S63 Uniform Securities Agent State Law Examination
    2023-07-22
  • S66 Uniform Combined State Law Examination
    2009-10-12
Other Names
  • William Alan Sterling Jr
  • William Alan Sterling
  • William Alan Sterling

View on SEC IAPD

Nearby Firms

ARTEMIS REAL ESTATE PARTNERS
TRITONPOINT CAPITAL, LLC
TRITONPOINT PARTNERS, LLC

Nearby Investors

ANDREW KEVAN SCHIFF
Ryan Wilson Ferrell
GREGORY EDWARD BLAKE

Nearby Offices

ARTEMIS REAL ESTATE PARTNERS · CHEVY CHASE, MD
TRITONPOINT CAPITAL, LLC · CHEVY CHASE, MD
TRITONPOINT PARTNERS, LLC · CHEVY CHASE, MD

More in Chevy Chase, MD

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