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Sterling Advisory Services, LLC CRD 169827
$6.20M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1541 The Alameda Suite B, San Jose, CA 95126-2311 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
1541 The Alameda Suite B, San Jose, CA 95126-2311 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterling Advisory Services, Llc | San Jose | CA | 01/2014 | Present |
| Koehler & Associates, Cpas | San Jose | CA | 03/2000 | Present |
| Dynamic Wealth Strategies, Llc | San Jose | CA | 06/2013 | 03/2022 |
| Sterling K Properties, Llc | San Jose | CA | 05/2009 | Present |
(1) TAX PREPARER FOR KOEHLER & ASSOCIATES, CPAS SINCE 03/2000 AS DISCLOSED IN EMPLOYMENT HISTORY; (2) INVESTMENT ADVISOR REPRESENTATIVE FOR STERLING ADVISORY SERVICES LLC SINCE 02/2014, INVESTMENT RELATED AS DISCLOSED IN EMPLOYMENT HISTORY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-13 |
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