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Daly Christa Andersson

Daly C. Andersson

STERLING WEALTH MANAGEMENT
CHAMPAIGN, IL 61820
Some features on this profile are disabled
CRD#: 5761631
Daly Christa Andersson
Daly Christa AnderssonSTERLING WEALTH MANAGEMENT

Professional summary

Daly Christa Andersson, CFP®, who also goes by Daly Andersson, Daly Christa Stevens, Daly Stevens, is a registered financial advisor currently at STERLING WEALTH MANAGEMENT, INC. located in Champaign, Illinois.

Daly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Daly has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Daly Andersson | Daly Christa Stevens | Daly Stevens

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) Name: University of Illinois; Position: Independent Contractor; Nature: I will be helping create a class in the Financial Planning department that focuses on challenges and opportunities that women face in their career and financial lives. The course is called Women, Money, and Power. It will be launched for the Spring 2022 semester. Topics covered in the course include issues that affect women in the workplace and how financial planning for women is different; Investment Related: No; Hours: 10; Securities Trading Hours: 0; Start Date: 11/01/2021; Address: 302c Mumford Hall 1301 W. Gregory, Urbana IL 61801, Additional Info: Description: I will be co-creating the course content, textbook, and will be a guest lecturer for one of the courses. (2) Name: Sterling Wealth Management Position: Employee Nature: Sterling Wealth Management is a fee-only Registered Investment Advisor (RIA) located in Champaign Illinois. They offer financial planning and investment management for their clients. Investment Related: Yes Hours: 160 Securities Trading Hours: 130 Start Date: 11/6/2023 Address: 301 N Neil St Suite 203, Champaign IL 61820, United States Description: I will be employed as a Wealth Advisor working directly with firm clients in preparing financial plans and implementing investment management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daly Christa Andersson'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: 2021

Experience

Current

November 7, 2023 - Present

STERLING WEALTH MANAGEMENT, INC.

Office #1: 301 N. Neil Street, Suite 203, Champaign, IL 61820
RIA
CRD#: 131304
CHAMPAIGN, IL
Past

November 13, 2023 - December 20, 2023

SANCTUARY ADVISORS, LLC

RIA
CRD#: 226606
Champaign, IL
Past

November 13, 2023 - December 20, 2023

SANCTUARY SECURITIES, INC.

BD
CRD#: 205
Champaign, IL
Past

May 7, 2021 - November 13, 2023

SANCTUARY ADVISORS, LLC

RIA
CRD#: 226606
Champaign, IL
Past

May 7, 2021 - November 13, 2023

SANCTUARY SECURITIES, INC.

BD
CRD#: 205
Champaign, IL
Past

August 15, 2011 - May 6, 2021

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
URBANA, IL
Past

August 24, 2010 - May 6, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
URBANA, IL

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".
SW
STERLING WEALTH MANAGEMENT, INC.
STERLING FINANCIAL, INC | STERLING WEALTH MANAGEMENT, INC.

CRD#: 131304 / SEC#: 801-112948

RIA
Registered Investment Advisory firm - (4/26/2018 Approved)
Illinois
Registered Investment Advisory firm - (4/30/2018 Terminated)
Texas
Registered Investment Advisory firm - (5/4/2018 Terminated)

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
Illinois
(11/7/2023)
IAR
Texas
(11/7/2023)

Exams

What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 10/4/2010
Uniform Combined State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 8/23/2010
General Securities Representative Examination

Current Firm

SW
STERLING WEALTH MANAGEMENT, INC.
STERLING FINANCIAL, INC | STERLING WEALTH MANAGEMENT, INC.

CRD#: 131304 / SEC#: 801-112948

RIA
Registered Investment Advisory firm - (4/26/2018 Approved)
Illinois
Registered Investment Advisory firm - (4/30/2018 Terminated)
Texas
Registered Investment Advisory firm - (5/4/2018 Terminated)
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Contact information

Main Address
301 N. Neil Street, Suite 203, Champaign, IL 61820
Mailing Address
Phone number
(217) 398-1900
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SWM ADV 2A (3/26/2026)

Regulatory assets under management

Total Number of Accounts737
AUM (Assets Under Management)$ 494,582,785

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 WEALTH MANAGEMENT, INC.

CRD#: 131304Champaign, IL 61820

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