Sterling Jackson Searcy
Investment adviser representative at Cps Investment Advisors
10 yearsExperience
1 stateRegistered in
$2.9BFirm assets
37 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Cps Investment AdvisorsSep 2021 to now
- Cps Group Cpas PaMay 2018 to now
- Searcy Tax LLCDec 2017 to May 2018
- Kaba ConsultingNov 2017 to Dec 2017
- Jpc International Tax AdvisorsFeb 2016 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cps Investment Advisors
Legal name: Chas. P. Smith & Associates, Pa, Cpa's
$2.9BAssets managed
3,377Clients
15Advisers
37 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
- 6968364
- Firm CRD
- 104914