U.S Sterling Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Hauppauge, New York
CRD number
35912
Registered since
September 6, 1994

Firm profile

FINTRX

Overview

U.S Sterling Securities, Inc. is organized as a corporation and is classified in the data set as an investment bank. Ownership is indicated as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It also does not appear as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. There is limited public detail about the firm's business lines, advisory activities, fee model, or client segments in the available records. No industry awards or affiliations are listed for the firm in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Shawn Orr

    Shawn Orr

    COOCRD 4543396

Contacts

3 of 13
  • George Goldman

    ParalegalCRD 1315513

  • Patricia Masel

    Patricia Masel

    Vice PresidentCRD 1613954

  • Nancy Danielo

    Nancy Danielo

    VP, Investment BrokerCRD 1658836

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Hauppauge, NY

Suffolk

Location

Hauppauge, NY

Headquartered in Hauppauge, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Suffolk
Address
1393 Veterans Memorial Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth