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The Sterling Group - Registered Investment Advisor Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

The Sterling Group is a registered investment advisor in the financial services industry, based in Pasadena, California. It offers fee-based financial planning and investment management as the core components of its wealth-management services, integrating retirement, tax, estate planning, and insurance considerations.

A team with expertise in legal, tax, economic, and market analysis supports asset oversight and aims to provide objective, professional, and personalized financial counsel. Securities are offered through LPL Financial, a member of FINRA and SIPC, and the firm has served some families for three decades, reflecting long-standing client relationships.

Find The Sterling Group - Registered Investment Advisor employees' phone numbers or email addresses

The Sterling Group - Registered Investment Advisor Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

The Sterling Group - Registered Investment Advisor's Leadership

  • Stylized image of a person
    S. V. B.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. B.
    Manager, Client Relationship
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. H.
    Principal
    Phone icon
    Mobile Phone

The Sterling Group - Registered Investment Advisor Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from The Sterling Group - Registered Investment Advisor

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. V. B.
    President
    Phone icon
    Mobile Phone
    United StatesFlorida
    Nov 20, 2024
  • Stylized image of a person
    S. B.
    Manager, Client Relationship
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 23, 2024
  • Stylized image of a person
    D. H.
    Principal
    Phone icon
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is The Sterling Group - Registered Investment Advisor known for?

Minus sign iconPlus sign iconThe Sterling Group - Registered Investment Advisor was founded in 1989 operates in the Financial Services industry. The company's main headquarters is located in 225 South Lake Avenue Suite 600 Pasadena, California 91101 United States; you can contact the main corporate office by phone at
+1-626-440-****
. Explore The Sterling Group - Registered Investment Advisor's company overview page for more information.

What is The Sterling Group - Registered Investment Advisor's most common email format?

Minus sign iconPlus sign iconThe Sterling Group - Registered Investment Advisor employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Sterling Group - Registered Investment Advisor email formats with LeadIQ.

How many employees does The Sterling Group - Registered Investment Advisor have currently?

Minus sign iconPlus sign iconThe Sterling Group - Registered Investment Advisor has approximately 7 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are The Sterling Group - Registered Investment Advisor's key employees and leadership?

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As of June 2026, The Sterling Group - Registered Investment Advisor's key employees include:

  • President: S. V. B.
  • Manager, Client Relationship: S. B.
  • Principal: D. H.

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