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William Alan Sterling

Tritonpoint Capital, LLC

Chevy Chase, MD

Tritonpoint Wealth, LLC

Chevy Chase, MD

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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

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PIERRE MARY JOSEPH DE LA CROIX-VAUBOIS
PETER HALBROOK
HOWARD STUART ROTHMAN
Jake James Schoenfeld
JONATHAN BRETT ROSNER

Other Offices

ARTEMIS REAL ESTATE PARTNERS · CHEVY CHASE, MD
TRITONPOINT CAPITAL, LLC · CHEVY CHASE, MD
TRITONPOINT PARTNERS, LLC · CHEVY CHASE, MD
CARO INVESTORS · CHEVY CHASE, MD
THINAGEE INVESTMENTS INC. · CHEVY CHASE, MD
CARDEROCK CAPITAL MANAGEMENT, INC. · CHEVY CHASE, MD
NEW CENTURY ADVISORS, LLC · CHEVY CHASE, MD
KINETIC VENTURES, L.L.C. · CHEVY CHASE, MD

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