Andrea Beth Kosoy
Member; Trustee Of 2021 Brian D. Kosoy Investment Trust Dated October 4, 2021Sterling Investment Management, LLCCRD 6440547
About Andrea Beth Kosoy
Andrea Beth Kosoy is listed as Member; Trustee Of 2021 Brian D. Kosoy Investment Trust Dated October 4, 2021 at Sterling Investment Management, LLC in West Palm Beach, FL. Form ADV reports a beneficial ownership band of 25-50%. Andrea Beth Kosoy is associated with 2 registered advisers.
Reported ownership
Owns 25-50% of Sterling Investment Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Andrea Beth Kosoy work?
Andrea Beth Kosoy is listed as Member; Trustee Of 2021 Brian D. Kosoy Investment Trust Dated October 4, 2021 at Sterling Investment Management, LLC on SEC Form ADV.
How much of Sterling Investment Management, LLC does Andrea Beth Kosoy own?
Form ADV reports a beneficial ownership band of 25-50%.
Sterling Investment Management, LLC
| Title | Member; Trustee Of 2021 Brian D. Kosoy Investment Trust Dated October 4, 2021 |
| Ownership | 25-50% |
| Control person | No |
| Since | 2021 |
Sterling Investment Management, LLC
| Title | Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2008 |