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1055 Westlakes Drive Suite 150, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-08 |
| PA | RA | APPROVED | 2006-05-31 |
Branch Locations
1055 Westlakes Drive Suite 150, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterling Investment Advisors Ltd. | Berwyn | PA | 05/2006 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2011 | Present |
STERLING INVESTMENT ADVISORS, RIA, 1055 WESTLAKES DR, STE 150, BERWYN PA 19312, DIRECTOR OF PORTFOLIO MGMT, 9/2001. FULL TIME. 2. CHRIST COMMUNITY CHURCH, NON-INVESTMENT RELATED, 1190 PHOENIXVILLE PIKE, WEST CHESTER, PA 19380, SERVING AS A MEMBER OF THE BOARD OF ELDERS, 06/2024, 4 HOURS A MONTH, 0 HOURS DURING SECURITY TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-10 |
| S66 | Uniform Combined State Law Examination | 2002-04-05 |
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