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CG

Catherine H. Gilhuley

STERLING LEGACY ADVISORS
RIVER VALE, NJ
CRD#: 7978910
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CG
Catherine Helen GilhuleySTERLING LEGACY ADVISORS

Professional summary

Catherine Helen Gilhuley is a registered financial advisor currently at STERLING LEGACY ADVISORS INC. located in River Vale, New Jersey.

Catherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Catherine has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Catherine Helen Gilhuley'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

February 6, 2026 - Present

STERLING LEGACY ADVISORS INC.

RIA
CRD#: 340172
RIVER VALE, NJ
Past

October 21, 2024 - September 5, 2025

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
SADDLE BROOK, NJ
Past

September 19, 2024 - September 5, 2025

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SADDLE BROOK, NJ

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 Jersey
(2/19/2026)
IAR
New York
(2/6/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/17/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/19/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/12/2024
Securities Industry Essentials Examination

Current Firm

SL
STERLING LEGACY ADVISORS INC.
STERLING LEGACY ADVISORS INC.

CRD#: 340172 / SEC#: 801-135300

RIA
Registered Investment Advisory firm - (2/6/2026 120-Day Approval)
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Contact information

Main Address
River Vale, NJ
Mailing Address
Phone number
(201) 655-2022
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STERLING LEGACY ADVISORS INC. - ADV PART 2A BROCHURE (1/9/2026)
0

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STERLING LEGACY ADVISORS INC.

CRD#: 340172River Vale, NJ

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