James
Flanagan
Sterling Manor Financial, LLC
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About this Advisor
James Flanagan is a financial advisor based in Saratoga Springs, New York, working with Sterling Manor Financial, LLC. James has previously worked at Sterling Manor Financial, LLC and Cadaret, Grant & Co., Inc. James has passed the Series 66 regulatory exam and is registered to provide services in New York and Texas. Currently, James is part of Sterling Manor Financial, LLC, which is located in Saratoga Springs, New York. The firm has 3 employees and manages assets totaling $171.2 million. Sterling Manor Financial, LLC serves charitable organizations and high-net-worth individuals, offering services such as financial planning and portfolio management for individuals and small businesses. The fee structure at Sterling Manor Financial, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Sterling Manor Financial, LLC Brokerage Details
$171,200,000
3
949
$180,400
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Flanagan Work History
Sterling Manor Financial LLC
Sterling Manor Financial, LLC
Cadaret, Grant & Co., Inc
Disclosures
Please visit the SEC profile of James Flanagan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sterling Manor Financial, LLC
Saratoga Springs, NY
Saratoga Springs, NY
Saratoga Springs, NY
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