Bray A. Hansel

STERLING INVESTMENT ADVISORS LTD.

Berwyn, PA 19312

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CRD#: 5922166

Professional summary

Bray Andrew Hansel, CFP®, who also goes by Bray A Hansel, is a registered financial advisor currently at STERLING INVESTMENT ADVISORS LTD. located in Berwyn, Pennsylvania.

Bray is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Bray has worked at 2 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bray A Hansel

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) Penn Fusion Soccer Academy, 901 S. Bolmar St., Suite P, West Chester, PA 19382, soccer coach, approximately 8 hours a month on weekends. 0 hours during securities trading hours. Soccer coach for girls' soccer teams. 2) Independent Insurance Agent; not investment-related; started 4/2023; approximately 4 hours per month, all during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bray Andrew Hansel'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: 2020

Experience

Current

February 1, 2017 - Present

STERLING INVESTMENT ADVISORS LTD.

Office #1: 1055 Westlakes Drive Suite 150, Berwyn, PA 19312

RIA

CRD#: 140710

Berwyn, PA

Past

June 7, 2011 - July 19, 2013

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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".

STERLING INVESTMENT ADVISORS LTD.

CRD#: 140710 / SEC#: 801-66769

RIA

Registered Investment Advisory firm - (5/31/2006 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

Pennsylvania
(2/1/2017)

IAR

Texas
(11/24/2021)

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 65

Date: 2/1/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/17/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/19/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/6/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STERLING INVESTMENT ADVISORS LTD.

CRD#: 140710 / SEC#: 801-66769

RIA

Registered Investment Advisory firm - (5/31/2006 Approved)

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Contact information

Main Address

1055 Westlakes Drive Suite 150, Berwyn, PA 19312

Mailing Address

Phone number

(610) 560-0400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,514
AUM (Assets Under Management)	$ 961,449,941

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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Bray A. Hansel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bray Andrew Hansel's CRS (Customer Relationship Summary).

Certified licenses

Experience

STERLING INVESTMENT ADVISORS LTD.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

STERLING INVESTMENT ADVISORS LTD.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/1/2017

Series 63

Date: 6/17/2011

Series 7

Date: 6/19/2012

Series 6

Date: 6/6/2011

Current Firm

STERLING INVESTMENT ADVISORS LTD.

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STERLING INVESTMENT ADVISORS LTD.

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