Ross Alexander Patterson
Investment adviser representative at Sterling Investment Management, LLC
11 yearsExperience
4 statesRegistered in
CFP® certification, ChFC®Designations
$409.2MFirm 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 assetsHourly
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.
- Sterling Investment Management, LLCMar 2021 to now
- LPL Financial, LLCOct 2015 to Mar 2021
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, CO, OK).
Sterling Investment Management, LLC
$409.2MAssets managed
151Clients
4Advisers
30 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
- 6231877
- Firm CRD
- 112923