TK
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$5.6M
Fee Structure
This brochure supplement does not contain any fee information. Please refer to the Sterling Advisory Services, LLC brochure for fee details.
Areas of Practice
Tax Planning
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Advisor Information
Office location
1541 the Alameda, Suite B, San Jose, CA, 95126-2311
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 →Other Business Activities
Toby works as a tax preparer for Koehler & Associates CPAs since 2000. He is also an investment advisor representative for Sterling Advisory Services LLC since 2014.
Employment History
Current Registrations
Sterling Advisory Services, LLC
February 2014 - Present · 11 yrs 11 mos
Previous Registrations
Dynamic Wealth Strategies, LLC
March 2016 - March 2022 · 6 yrs
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.