Daniel Ryan Sterling
Investment adviser representative at Nerdwallet Wealth Partners, LLC
11 yearsExperience
2 statesRegistered in
CFADesignation
$262.8MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Nerdwallet Wealth Partners, LLCAug 2025 to now
- Future You Wealth, LLCAug 2019 to Aug 2025
- Capital Guardian Trust CompanySep 2015 to Sep 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (IN, NY).
Nerdwallet Wealth Partners, LLC
$262.8MAssets managed
694Clients
17Advisers
1 yearIn 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
- 4698010
- Firm CRD
- 337328