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Ross David Weiner

Sterling Financial Planning Inc

Sparta, NJ

CRD 5499957

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Employer firm

Sterling Financial Planning Inc CRD 108664

$761M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • ADVICE ON MATTERS NOT INVOLVING SECURITIES.

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

Current Employers
Sterling Financial Planning Inc

60 Blue Heron Road, Suite 201, Sparta, NJ 07871-2608 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2008-03-26
  • NJ RA
    APPROVED
    Since 2008-03-26

Branch Locations

60 Blue Heron Road, Suite 201, Sparta, NJ 07871-2608 • 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
Sterling Financial Group Sparta NJ 07/2007 Present
  • 07/2007 → Present
    Sterling Financial Group
    Sparta, NJ
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MARK SCORDATO & ASSOCIATES
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC

Nearby Investors

Cal Christopher Cacciaguida
GLEN ANDREW THOMAS
CONSTANCE PAULA MILLAHN

Nearby Offices

MARK SCORDATO & ASSOCIATES · SPARTA, NJ
STERLING FINANCIAL PLANNING INC · SPARTA, NJ
CETERA INVESTMENT ADVISERS LLC · SPARTA, NJ

More in Sparta, NJ

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