CRD: 304409
Sterling Bridge Financial Group LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-24-2019
- Office Locations
- 1
Office Locations
About Sterling Bridge Financial Group LLC
Sterling Bridge Financial Group is a Palm Harbor, FL RIA focused on helping pre-retirees and retirees plan the transition into retirement. The firm provides holistic financial planning and investment management, including tax, estate/legacy, and insurance/annuity planning. Portfolios commonly use public funds and ETFs alongside fixed income, with custody including Fidelity/NFS. Co-founders authored the retirement guide "Am I Ready?" and lead the Sterling Communities outreach.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Frank Diana
Financial Planner
- CRD
- #7125290
- Ownership
- 50% but less than 75%
ANTHONY MARIO LANDI
Financial Professional
- CRD
- #5303617
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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James Tyler Phillips
--
- CRD
- #8050010
Vincent Sgro
--
- CRD
- #7603014
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $131,066,360 | $168,900 |
| Non-Discretionary | $0 | -- |
| Total | $131,066,360 | $168,900 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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