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David Scott Newcomb

Sterling Investment Advisors Ltd.

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About David Scott Newcomb

David Newcomb is a financial advisor registered with Sterling Investment Advisors Ltd. David is a registered investment advisor (IA) and a broker-dealer (BD) in the state of Pennsylvania. He has been active in the industry since 2002. David holds the Series 65, 66, 7, and SIE licenses. David has worked for Cambridge Investment Research, Inc. and Walnut Street Securities, Inc. in the past.

Firm Information

David Newcomb is currently registered with Sterling Investment Advisors Ltd.. Sterling Investment Advisors Ltd. is a registered investment advisor based in Berwyn, Pennsylvania. The firm provides financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. They have over $745 million in regulatory assets under management and serve clients including high-net-worth individuals, corporations, charitable organizations, and pension plans.
Sterling Investment Advisors Ltd.

1055 WESTLAKES DRIVE

BERWYN, PA 19312

$745.78M

Assets Under Management

21

Total Clients

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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David Newcomb’s Registration & Firm History

PA

05/31/2006 - Present

Sterling Investment Advisors Ltd. (BERWYN PA)

PA

02/01/2008 - 04/27/2011

CAMBRIDGE INVESTMENT RESEARCH, INC. (BERWYN PA)

PA

02/13/2002 - 02/05/2008

WALNUT STREET SECURITIES, INC. (BERWYN PA)

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Licenses & Designations

IA

Issued 12/10/2005

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 04/05/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Scott Newcomb.
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