WT
CFA · CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
195 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$214.1M
Fee Structure
This document does not contain any fee information. It is a brochure supplement providing information about the supervised persons of Crescent Sterling Ltd.
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Advisor Information
Office location
4415 Shores Drive, Suite 250, Metairie, LA, 70006-6804
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Crescent Sterling Ltd.
May 2006 - Present · 19 yrs 8 mos
State Registrations3 states
ALLATX
Advisor
Exams
No exam information available for this advisor.