John David Raftery
Investment adviser representative at Sterling Retirement Group of Sacramento
11 yearsExperience
1 stateRegistered in
$253MFirm assets
3 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 feeCommissions
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 Retirement Group of SacramentoNov 2025 to now
- Stewart Valuation IntelligenceSep 2015 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sterling Retirement Group of Sacramento
Legal name: Sterling Retirement Group of Sacramento Inc.
$253MAssets managed
515Clients
3Advisers
3 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
- 8190162
- Firm CRD
- 168397