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Sean Michael Flatley

Sterling Investment Advisors Ltd.

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About Sean Michael Flatley

Sean Flatley is a financial advisor with Sterling Investment Advisors Ltd. Sean has over 20 years of experience in the financial services industry. Sean has a strong track record of providing financial advice to individuals and families, businesses, and charities. Sean is a Certified Financial Planner and holds the Series 66, 7 and SIE licenses. Sean is also a member of the Irish American Business Chamber & Network. Sean specializes in financial planning, portfolio management, and retirement planning.

Firm Information

Sean Flatley 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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Sean Flatley’s Registration & Firm History

PA

11/24/2021 - Present

Sterling Investment Advisors Ltd. (BERWYN PA)

PA

02/01/2008 - 04/27/2011

CAMBRIDGE INVESTMENT RESEARCH, INC. (BERWYN PA)

PA

01/18/2000 - 02/05/2008

WALNUT STREET SECURITIES, INC. (BERWYN PA)

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Licenses & Designations

BOTH

Issued 02/21/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean Michael Flatley.
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