Crescent Sterling Ltd.

SEC-regulated
Registered investment advisor
Crescent Sterling Ltd. is a financial advisor firm established in 1992, specializing in investment management. The firm's President and Chief Investment Officer, W. Howard Thompson, holds professional designations including CFA, CFP, and CMA. Michael T. Nobile, the Vice President, is a CFP Professional with experience in financial services. Trevor W. Thompson, a Portfolio Manager, is a CPA. The firm's investment team is supervised by W. Howard Thompson, ensuring compliance and oversight. Clients have a minimum initial investment requirement, and fees are charged based on assets under management for investment services and financial planning. The advisors do not receive commissions or bonuses for selling securities. Clients have varying levels of control over their investments, with the advisors making investment decisions based on the firm's strategies and analysis methods. The advisors at Crescent Sterling Ltd. act as fiduciaries, putting clients' best interests first. They hold professional designations that demonstrate their expertise and commitment to high ethical standards. Clients can access additional information about the advisors on the SEC's website. For inquiries or to request the firm's full brochure, clients can contact W. Howard Thompson, the Chief Compliance Officer.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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