CRD: 284218
Sterling Manor Financial, LLC
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-24-2016
- Office Locations
- 1
Office Locations
About Sterling Manor Financial, LLC
Sterling Manor Financial, LLC is a Saratoga Springs, NY advisory firm focused on retirement readiness, combining investment management with comprehensive financial planning around retirement, investment and legacy goals. The firm’s Sterling 3-D Process emphasizes personal, proactive, integrated strategies. Portfolios commonly use diversified allocations with ETFs and mutual funds and may incorporate insurance/annuity solutions. Custody includes Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ADAM FLETCHER DOIG
Managing Member, Owner
- CRD
- #4872128
- Ownership
- 50% but less than 75%
STEPHEN MATTHEW KYNE
Chief Compliance Officer, Managing Member
- CRD
- #4809925
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JAMES WILLIAM FLANAGAN
Financial Advisor
- CRD
- #5019556
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $199,573,669 | $220,037 |
| Non-Discretionary | $1,432,223 | $84,248 |
| Total | $201,005,892 | $217,539 |
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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 |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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