William Alan Sterling
Investment adviser representative at Tritonpoint Capital, LLC
17 yearsExperience
1 stateRegistered in
$250.2MFirm assets
1 yearFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Tritonpoint Capital, LLCJul 2025 to now
- Tritonpoint Wealth, LLCOct 2023 to now
- Goldman Sachs & Co. LLCJul 2019 to Oct 2023
- Goldman Sachs Personal Financial ManagementApr 2019 to Oct 2023
- Charles Schwab & Co., Inc.Aug 2009 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MD).
Tritonpoint Capital, LLC
$250.2MAssets managed
276Clients
4Advisers
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
- 4823837
- Firm CRD
- 336417