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Cynthia Gail Sterling

Cynthia G. Sterling

STERLING FINANCIAL PLANNING
New York, NY 10016
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CRD#: 4648560
Cynthia Gail Sterling

Professional summary

Cynthia Gail Sterling, who also goes by Cindy Gail Sterling, is a registered financial advisor currently at STERLING FINANCIAL PLANNING located in New York, New York.

Cynthia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Cynthia has worked at 1 firm .

top-8-questions

Question & Answer

Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Charitable Giving
Corporate Executives
Fixed Fee (Subscription, Retai...
LGBT Couples and Families
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes

Aliases

Cindy Gail Sterling

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cynthia Gail Sterling's 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®
None

Experience

Current

August 26, 2021 - Present

STERLING FINANCIAL PLANNING

Office #1: 475 Park Avenue South Suite 2100, New York, NY 10016
RIA
CRD#: 126064
New York, NY

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.

Highlighted states indicate IAR registrations

IAR
Louisiana
(1/17/2023)
IAR
New York
(8/26/2021)
IAR
Texas
(8/24/2022)

Exams

Current Firm

SF
STERLING FINANCIAL PLANNING
STERLING FINANCIAL PLANNING | STERLING, CYNTHIA GAIL

CRD#: 126064 / SEC#:

Louisiana
Registered Investment Advisory firm - (1/17/2023 Approved)
New York
Registered Investment Advisory firm - (1/26/2018 Approved)
Texas
Registered Investment Advisory firm - (8/18/2022 Conditional Restricted)
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Contact information

Main Address
475 Park Avenue South Suite 2100, New York, NY 10016
Mailing Address
Phone number
(212) 405-1616
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

STERLING FINANCIAL PLANNING

CRD#: 126064New York, NY 10016

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