Nathan J Stutz
Investment adviser representative at Sterling Investment Management, LLC
10 yearsExperience
4 statesRegistered in
$409.2MFirm assets
30 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Sterling Investment Management, LLCMar 2021 to now
- AmphenolOct 2020 to Mar 2021
- Varo BankJul 2019 to Oct 2020
- Intermountain HealthcareOct 2017 to Jul 2019
- UvuJun 2017 to May 2020
- ByuJul 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8271363
- Firm CRD
- 112923