Anthony J. Nahra

THE STERLING GROUP

Pasadena, CA 91101

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CRD#: 1796227

Professional summary

Anthony John Nahra, CFP® is a registered financial advisor currently at THE STERLING GROUP located in Pasadena, California and LPL FINANCIAL LLC located in Pasadena, California.

Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Anthony has worked at 7 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

What are your service offerings?

Estate Planning

Education Planning

Insurance Planning

Investment Planning

Retirement Planning

Comprehensive Financial Planni...

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 5/21/2008 - NON-VARIABLE INSURANCE - THE STERLING GROUP - LIFE, DISABILITY, LONG-TERM CARE AND FIXED INSURANCE SALES. - TIME SPENT 5% - PASADENA, CA. 2. 1/20/2011 - ACT IN A FIDUCIARY CAPACITY - CO-TRUSTEE OF MY FATHER'S LIVING TRUST. 3. 1/24/2011 - ACT IN A FIDUCIARY CAPACITY - MY FATHER NAMED ME HIS ATTORNEY-IN-FACT THROUGH HIS DURABLE POWER OF ATTORNEY. 4. 04/18/13 - STERLING GROUP WEALTH MANAGEMENT LLC - REGISTERED INVESTMENT ADVISOR DBA - STERLING GROUP WEALTH MANAGEMENT LLC - (HYBRID) THE STERLING GROUP - 80% OF TIME SPENT - PASADENA, CA 5. 8/30/2013 - THE STERLING GROUP - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 6. 9/16/2020 - No Business Name - Investment Related - Home Base, Long Beach CA 90804 & Los Angeles CA 90039 - Real Estate Rental - Started 07/08/2003 - 0 Hours Per Month - Own partial interests in 2 single family residences as well as 1 commercial properties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony John Nahra's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

November 19, 2007 - Present

THE STERLING GROUP

Office #1: 225 S. Lake Avenue Suite 1075, Pasadena, CA 91101

RIA

CRD#: 111782

Pasadena, CA

Current

September 12, 2005 - Present

LPL FINANCIAL LLC

Office #1: 225 S Lake Ave Suite 1075, Pasadena, CA 91101-4860

RIA

CRD#: 6413

Pasadena, CA

Past

February 2, 2017 - May 6, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

PASADENA, CA

Past

September 12, 2005 - June 14, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

PASADENA, CA

Past

January 2, 2004 - August 4, 2005

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

LOS ANGELES, CA

Past

January 2, 2004 - August 4, 2005

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

April 5, 2002 - December 8, 2003

LPL FINANCIAL LLC

RIA

CRD#: 6413

DIAMND BAR, CA

Past

April 3, 2002 - December 8, 2003

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

June 24, 1999 - April 8, 2002

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

December 22, 1998 - June 17, 1999

CUE FINANCIAL GROUP, INC.

CRD#: 21033

PHOENIX, AZ

Past

May 29, 1998 - January 5, 1999

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

October 31, 1996 - May 29, 1998

CUE FINANCIAL GROUP, INC.

CRD#: 21033

PHOENIX, AZ

Past

May 1, 1990 - May 11, 1992

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE STERLING GROUP

PASADENA FINANCIAL ADVISORS INC. | THE STERLING GROUP | STERLING GROUP WEALTH MANGEMENT, LLC | STERLING GROUP WEALTH MANAGEMENT, LLC

CRD#: 111782 / SEC#: 801-77006

RIA

Registered Investment Advisory firm - (8/10/2012 Approved)

California

Registered Investment Advisory firm - (9/11/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(9/12/2005)

IAR

California
(11/19/2007)

Georgia
(6/16/2011)

Nevada
(1/3/2011)

Oregon
(5/10/2019)

IAR

Texas
(5/13/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/10/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/11/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/30/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/24/1990

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/27/2002

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

THE STERLING GROUP

PASADENA FINANCIAL ADVISORS INC. | THE STERLING GROUP | STERLING GROUP WEALTH MANGEMENT, LLC | STERLING GROUP WEALTH MANAGEMENT, LLC

CRD#: 111782 / SEC#: 801-77006

RIA

Registered Investment Advisory firm - (8/10/2012 Approved)

California

Registered Investment Advisory firm - (9/11/2012 Terminated)

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Contact information

Main Address

225 S. Lake Avenue Suite 1075, Pasadena, CA 91101

Mailing Address

Phone number

(626) 440-5995

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP PROGRAM (9/26/2025)

FIRM BROCHURE (9/26/2025)

Regulatory assets under management

Total Number of Accounts	808
AUM (Assets Under Management)	$ 396,607,926

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Anthony J. Nahra

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony John Nahra's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SUNAMERICA SECURITIES, INC.

CUE FINANCIAL GROUP, INC.

LPL FINANCIAL LLC

CUE FINANCIAL GROUP, INC.

VERAVEST INVESTMENTS, INC.

Primary Firm SEC Registration

THE STERLING GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 8/10/1999

Series 63

Date: 11/11/1996

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 10/30/1996

Series 6

Date: 4/24/1990

Series 24

Date: 6/27/2002

FINRA

Current Firm

THE STERLING GROUP

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE STERLING GROUP

TRUST BUT VERIFY

Contact information

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