U.S Sterling Securities, Inc.

Broker-DealerFINRA MemberEst. 1994
Total AUM
—
Advisory reps
15
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 as an investment bank. The firm appears in regulatory records going back to 1994 and is owned by a domestic entity/individual structure. Publicly reported attributes indicate it does not act as a capital allocator and it is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not provided details about its specific business lines or advisory activities in the dataset used here.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Shawn Orr

    Shawn Orr

    COOCRD 4543396

Contacts

3 of 14
  • George Goldman

    ParalegalCRD 1315513

  • Gavin Whitmore

    Registered RepresentativeCRD 1574806

  • Patricia Masel

    Patricia Masel

    Vice PresidentCRD 1613954

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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