Daly Christa Andersson
Investment adviser representative at Sterling Wealth Management, Inc.
16 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$494.6MFirm 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
Experience
16 years in the industry.
- Sterling Wealth Management, Inc.Nov 2023 to now
- Sanctuary Advisors, LLCMay 2021 to Dec 2023
- Sanctuary Securities, IncMay 2021 to Dec 2023
- Busey BankNov 2018 to May 2021
- Busey Investment ServivesFeb 2012 to Nov 2018
- Raymond James Financial Services Advisors Inc.Aug 2011 to May 2021
- Raymond James Financial Services, Inc.Jul 2010 to May 2021
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
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
- 5761631
- Firm CRD
- 131304