AS
Andrew J. Sterge
CLOSED END TRADING
BLUFFTON, SC 29909
CRD#: 8056822
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AS
Andrew J StergeCLOSED END TRADING
Professional summary
Andrew J Sterge is a registered financial advisor currently at CLOSED END TRADING LLC located in Bluffton, South Carolina.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Andrew has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew J Sterge's 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®
NoneExperience
Current
April 8, 2026 - Present
CLOSED END TRADING LLC
Office #1: 110 Traders Cross 1st Floor, Bluffton, SC, 29909RIA
CRD#: 335394
BLUFFTON, SC
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
South Carolina(4/8/2026)
Exams
Current Firm
CE
CLOSED END TRADING LLC
CLOSED END TRADING LLC
CRD#: 335394 / SEC#:
South Carolina
Registered Investment Advisory firm - (4/7/2026 Approved)Loading...
Contact information
Main Address
110 Traders Cross 1st Floor, Bluffton, SC, 29909
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees
Red Flags
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Company Information
CLOSED END TRADING LLC
CRD#: 335394Bluffton, SC 29909TRUST BUT VERIFY
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