Sterling Financial Planning Inc

CRD 108664 · Sparta, NJ · $760.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 108664
SEC number: 801-56025
Firm type: RIA
Assets under management: $760.8M as of Mar 27, 2026
Website: www.sterlingadvice.com ↗
Phone: 973-729-1234
Address: 60 Blue Heron Road, Suite 201, Sparta, NJ, 07871-2608

Advisors at this firm

8 in our index · page 1 of 1

Cal Christopher CacciaguidaCRD 6690980 · Sparta, NJ

IA RegisteredRegistration inactive
Matthew Joseph HannumCRD 4648935 · Sparta, NJ

IA Registered
Deanna IannuzziCRD 2113072 · Sparta, NJ

IA Registered
Constance Paula MillahnCRD 6062048 · Sparta, NJ

IA RegisteredRegistration inactive
Nicholas Anthony NicoletteCRD 1029894 · Sparta, NJ

IA Registered
Richard SanchezCRD 6612661 · Sparta, NJ

IA RegisteredRegistration inactive
Glen Andrew ThomasCRD 1858079 · Sparta, NJ

IA Registered
Ross David WeinerCRD 5499957 · Sparta, NJ

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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