Thomas Lee Frey
Investment adviser representative at Sterling Wealth Management, Inc.
33 yearsExperience
1 stateRegistered in
$494.6MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
33 years in the industry.
- Sterling Wealth Management, Inc.Sep 2014 to now
- Frey FinancialJun 1993 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 1 state (IL).
Sterling Wealth Management, Inc.
$494.6MAssets managed
240Clients
8Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1950326
- Firm CRD
- 131304