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John David Raftery

Sterling Retirement Group Of Sacramento

Roseville, CA

CRD 8190162

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Employer firm

Sterling Retirement Group Of Sacramento CRD 168397

$253M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • BUSINESS CONSULTING

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

Current Employers
Sterling Retirement Group Of Sacramento

300 Harding Blvd #115, Roseville, CA 95678 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-17
  • CA RA
    APPROVED
    Since 2025-11-17

Branch Locations

300 Harding Blvd #115, Roseville, CA 95678 • 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
Stewart Valuation Intelligence Overland Park KS 09/2015 Present
Sterling Retirement Group Of Sacramento Roseville CA 11/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-17
  • S65 Uniform Investment Adviser Law Examination
    2025-10-17

View on SEC IAPD

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