Sterling L. Sessions

PRESTIGE WEALTHWIDE

Lehi, UT 84043

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CRD#: 4851717

Professional summary

Sterling Lawrence Sessions, who also goes by Sterling L Sessions, Sterling L. Sessions, is a registered financial advisor currently at PRESTIGE WEALTHWIDE, LLC located in Lehi, Utah.

Sterling is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Sterling has worked at 9 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sterling L Sessions | Sterling L. Sessions

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.

Insurance Agent; investment related; Denver, CO; insurance services and product sales; approximately 10% of time. Ensign Wealth Advisors LLC; dba for Diamond Wealth Management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sterling Lawrence Sessions'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

October 14, 2022 - Present

PRESTIGE WEALTHWIDE, LLC

Office #1: 525 W Sunrise Way, Lehi, UT 84043

RIA

CRD#: 321789

Lehi, UT

Past

April 4, 2021 - November 15, 2022

ZEGA FINANCIAL, LLC

RIA

CRD#: 156803

AURORA, CO

Past

October 19, 2017 - September 27, 2021

DIAMOND WEALTH MANAGEMENT, LLC

RIA

CRD#: 288603

DENVER, CO

Past

January 13, 2015 - October 19, 2017

ENSIGN WEALTH ADVISORS LLC

RIA

CRD#: 172727

GREENWOOD VILLAGE, CO

Past

November 10, 2011 - January 12, 2015

UCI WEALTH ADVISORS LLC

RIA

CRD#: 154884

MERIDIAN, ID

Past

April 23, 2009 - December 1, 2011

TD AMERITRADE, INC.

RIA

CRD#: 7870

DENVER, CO

Past

April 23, 2009 - December 1, 2011

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

DENVER, CO

Past

April 23, 2009 - December 1, 2011

TD AMERITRADE, INC.

CRD#: 7870

DENVER, CO

Past

August 1, 2007 - February 20, 2009

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SEATTLE, WA

Past

October 19, 2004 - February 20, 2009

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

LONE TREE, CO

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".

PRESTIGE WEALTHWIDE, LLC

CRD#: 321789 / SEC#: 801-125937

RIA

Registered Investment Advisory firm - (6/23/2022 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

Colorado
(10/14/2022)

IAR

Texas
(10/14/2022)

IAR

Utah
(10/14/2022)

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: 6/26/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/30/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/18/2004

General Securities Representative Examination

Current Firm

PRESTIGE WEALTHWIDE, LLC

CRD#: 321789 / SEC#: 801-125937

RIA

Registered Investment Advisory firm - (6/23/2022 Approved)

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Contact information

Main Address

525 W Sunrise Way, Lehi, UT 84043

Mailing Address

Phone number

(720) 449-3656

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- PRESTIGE WEALTHWIDE, LLC (11/5/2025)

Regulatory assets under management

Total Number of Accounts	224
AUM (Assets Under Management)	$ 207,066,327

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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Advisor Monitoring

Firm Stability Insights

Sterling L. Sessions

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sterling Lawrence Sessions's CRS (Customer Relationship Summary).

Certified licenses

Experience

ZEGA FINANCIAL, LLC

DIAMOND WEALTH MANAGEMENT, LLC

ENSIGN WEALTH ADVISORS LLC

UCI WEALTH ADVISORS LLC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

PRESTIGE WEALTHWIDE, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/26/2007

Series 63

Date: 11/30/2004

Series 7

Date: 10/18/2004

Current Firm

PRESTIGE WEALTHWIDE, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRESTIGE WEALTHWIDE, LLC

TRUST BUT VERIFY

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