Sterling J. Crockett
Professional summary
Sterling Jameson Crockett, who also goes by Sterline Jameson Crockett Mr., is a registered financial advisor currently at CROCKETT WEALTH MANAGEMENT, INC. located in Sandy, Utah.
Sterling is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Sterling has worked at 6 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sterling Jameson Crockett's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 25, 2022 - Present
CROCKETT WEALTH MANAGEMENT, INC.
March 15, 2011 - December 31, 2016
PACKERLAND BROKERAGE SERVICES, INC.
March 15, 2011 - December 31, 2016
PACKERLAND BROKERAGE SERVICES, INC.
January 8, 2007 - March 15, 2011
SPC
December 6, 2006 - March 15, 2011
PARKLAND SECURITIES, LLC
July 30, 2004 - December 12, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
July 2, 2004 - July 3, 2006
IDS LIFE INSURANCE COMPANY
July 2, 2004 - December 12, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/25/2022)
Exams
Current Firm
CROCKETT WEALTH MANAGEMENT, INC.
CRD#: 322684 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 28 |
| AUM (Assets Under Management) | $ 6,074,996 |
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.
