James William Flanagan
Investment adviser representative at Sterling Manor Financial, LLC
16 yearsExperience
2 statesRegistered in
$201MFirm assets
10 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
16 years in the industry.
- Sterling Manor Financial, LLCFeb 2010 to now
- Cadaret, Grant & Co., Inc.Feb 2010 to Dec 2024
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Sterling Manor Financial, LLC
$201MAssets managed
395Clients
3Advisers
10 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
- 5019556
- Firm CRD
- 284218