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Current Employers
Sterling Investment Counsel, Llc

360 Delaware Avenue Suite 400, Buffalo, NY 14202 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-16
  • NY RA
    APPROVED
    Since 2021-08-16

Branch Locations

360 Delaware Avenue Suite 400, Buffalo, NY 14202 • 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
Sii Investments, Inc. Buffalo NY 05/2014 02/2018
Lpl Financial Llc Buffalo NY 02/2018 Present
Sterling Investment Counsel, Llc Buffalo NY 04/2016 Present
Sterling Investment Counsel, Llc Buffalo NY 04/2018 Present
Jensen, Marks, Langer & Vance Buffalo NY 01/2012 Present
Previous Registrations
  • 2014-09-24 → 2018-02-14
    Sii Investments, Inc.
    Buffalo, NY
Other Businesses

1- 01/11/2018 - Jensen, Marks, Langer & Vance Comprehensive Wealth Planning LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2- 03/12/2018 - JENSEN, MARKS, LANGER, AND VANCE LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 3- 11/20/2024 - Sterling Investment Counsel, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 11/12/2024 - 130 Hours Per Month/ During Trading -I provide investment advisory services through Sterling Investment Counsel, LLC, an independent investment advisor firm. I started this business activity in 11/2024. I expect to spend approximately 130 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-23
  • S66 Uniform Combined State Law Examination
    2014-09-23
Other Names
  • Chelsea Khalil
  • Chelsea Lynn Khalil

View on SEC IAPD

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