Daniel R. Sterling

NERDWALLET WEALTH PARTNERS

NEW YORK, NY 10038

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CRD#: 4698010

Professional summary

Daniel Ryan Sterling, who also goes by Ryan Sterling, is a registered financial advisor currently at NERDWALLET WEALTH PARTNERS, LLC located in New York, New York.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Daniel has worked at 6 firms and has passed the Series 66, Series 63, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan 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.

Ryan Sterling, Founder and CCO of FYW, receives compensation from the sale of his book, You're Making Other People Rich. The book is marketed at www.ryansterling.com. FYW's advisory clients may purchase a copy of Mr. Sterling's book on the Internet.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Ryan Sterling'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®

None

Experience

Current

August 11, 2025 - Present

NERDWALLET WEALTH PARTNERS, LLC

Office #1: 123 William Street 21st Floor, New York, NY 10038

RIA

CRD#: 337328

NEW YORK, NY

Past

October 7, 2020 - July 31, 2025

FUTURE YOU WEALTH

RIA

CRD#: 305173

NEW YORK, NY

Past

January 19, 2016 - November 4, 2019

CAPITAL BANK AND TRUST COMPANY

RIA

CRD#: 170017

IRVINE, CA

Past

November 2, 2015 - January 19, 2016

CAPITAL GUARDIAN TRUST COMPANY

RIA

CRD#: 108236

NEW YORK, NY

Past

September 21, 2012 - February 27, 2014

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

December 8, 2005 - July 14, 2010

SANFORD C. BERNSTEIN & CO., LLC

CRD#: 104474

NEW YORK, NY

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".

NERDWALLET WEALTH PARTNERS, LLC

NERD WALLET WEALTH PARTNERS | NERDWALLET WEALTH PARTNERS, LLC

CRD#: 337328 / SEC#: 801-133943

RIA

Registered Investment Advisory firm - (6/13/2025 Approved)

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

New York
(8/11/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/27/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/21/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/20/2012

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 9/13/2012

National Commodity Futures Examination

Current Firm

NERDWALLET WEALTH PARTNERS, LLC

NERD WALLET WEALTH PARTNERS | NERDWALLET WEALTH PARTNERS, LLC

CRD#: 337328 / SEC#: 801-133943

RIA

Registered Investment Advisory firm - (6/13/2025 Approved)

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Contact information

Main Address

123 William Street 21st Floor, New York, NY 10038

Mailing Address

Phone number

(917) 275-7821

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts	1,014
AUM (Assets Under Management)	$ 236,118,186

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.

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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Daniel R. Sterling

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Ryan Sterling's CRS (Customer Relationship Summary).

Certified licenses

Experience

FUTURE YOU WEALTH

CAPITAL BANK AND TRUST COMPANY

CAPITAL GUARDIAN TRUST COMPANY

GOLDMAN SACHS & CO. LLC

SANFORD C. BERNSTEIN & CO., LLC

Primary Firm SEC Registration

NERDWALLET WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/27/2012

Series 63

Date: 12/21/2005

Series 7

Date: 9/20/2012

Series 3

Date: 9/13/2012

Current Firm

NERDWALLET WEALTH PARTNERS, LLC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NERDWALLET WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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