Brian Daniel Kosoy
Chief Executive OfficerSterling Investment Management, LLCCRD 6440525
About Brian Daniel Kosoy
Brian Daniel Kosoy is listed as Chief Executive Officer at Sterling Investment Management, LLC in West Palm Beach, FL. Form ADV reports a beneficial ownership band of Under 5%. Brian Daniel Kosoy is associated with 3 registered advisers.
Reported ownership
Owns Under 5% of Sterling Investment Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Brian Daniel Kosoy work?
Brian Daniel Kosoy is listed as Chief Executive Officer at Sterling Investment Management, LLC on SEC Form ADV.
How much of Sterling Investment Management, LLC does Brian Daniel Kosoy own?
Form ADV reports a beneficial ownership band of Under 5%.
Sterling Investment Management, LLC
| Title | Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
Sterling Investment Management, LLC
| Title | Member; Trustee Of Andrea B. Kosoy Irrevocable Trust Dated November 21, 2012 |
| Ownership | 10-25% |
| Control person | No |
| Since | 2012 |
Sterling Investment Management, LLC
| Title | Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2008 |