Sterling Legacy Advisors Inc.
● SEC registered since 2026CRD 340172SEC# 801-135300
Reg. AUM
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Employees
4
Accounts
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Location
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Sterling Legacy Advisors Inc. assets under management
Sterling Legacy Advisors Inc. is an SEC-registered investment adviser. The firm has been registered since 2026. It employs 4 people.
Sterling Legacy Advisors Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Catherine Helen Gilhuley Control | Chief Compliance Officer | Under 5% | 2025 |
| James Matthew Darch Control | Chief Operating Officer | Under 5% | 2025 |
| Jonathan Evans Varelas Control | Chief Executive Officer | 50-75% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How many employees does Sterling Legacy Advisors Inc. have?
Sterling Legacy Advisors Inc. reports 4 employees.
Does Sterling Legacy Advisors Inc. disclose fund performance?
Sterling Legacy Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 201-655-2022 |
| Fax | 201-767-2318 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 69%
More than 31% of 16,825 advisers