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Andrew Ezzat

Sterling Bridge Financial Group LLC

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About Andrew Ezzat

Andrew Ezzat is a financial advisor with Sterling Bridge Financial Group LLC. Andrew has been in the industry since 2020. Andrew is registered in Florida, Michigan and Texas. Andrew specializes in financial planning, portfolio management for individuals, and educational seminars.

Firm Information

Andrew Ezzat is currently registered with Sterling Bridge Financial Group LLC. Sterling Bridge Financial Group LLC is a registered investment advisor with approximately $78.75 million in regulatory assets under management. The firm offers financial planning and portfolio management services to individuals, families, and businesses. They also provide educational seminars. The firm has 2 licensed agents and 2 investment adviser representatives.

$78.75M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Ezzat’s Registration & Firm History

FL

07/08/2024 - Present

Sterling Bridge Financial Group LLC (PALM HARBOR FL)

PA

10/21/2021 - 07/28/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)

PA

03/22/2021 - 09/28/2021

PNC CAPITAL MARKETS LLC (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 07/21/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/16/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/05/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/22/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 11/24/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Ezzat.
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