Sean Michael Flatley
Investment adviser representative at Sterling Investment Advisors Ltd.
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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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
- Pension consulting
Experience
26 years in the industry.
- Purshe Kaplan Sterling InvestmentsApr 2011 to now
- Sterling Investment Advisors Ltd.Feb 2000 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Sterling Investment Advisors Ltd.
$1.1BAssets managed
442Clients
7Advisers
20 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
- 4118232
- Firm CRD
- 140710