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 in the source data as an investment bank. The firm is listed as SEC-registered since 1994 and is noted as being owned by a combination of a domestic entity and an individual. FINTRX flags indicate the firm does not operate as a capital allocator, is not an active ESG investor, and is not identified as a multi-state or newly formed adviser; it is also not characterized as a pension consultant or a related adviser. The available records do not describe advisory fee structures, specific business activities, or client segments. The profile in the source positions U.S Sterling Securities, Inc. toward investment banking activities rather than as a manager of pooled advisory capital.

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 14
  • Timothy Ruplin

    Account ExecutiveCRD 2233768

  • Ronald Fullerlove

    Registered RepresentativeCRD 5662308

  • Nancy Danielo

    Nancy Danielo

    VP, Investment BrokerCRD 1658836

Unlock 11 more contacts

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