John
Paladino

Sterling Global Strategies, LLC

CRD#4269416
Investment Advisor
in Carlsbad, CA
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About this Advisor

John Paladino is a financial advisor operating in Carlsbad, California, who has been in the advisory business for 10 years. Paladino works at Sterling Global Strategies, LLC. Throughout their career, Paladino has worked at Morgan Stanley, Morgan Stanley Smith Barney, Comprehensive Asset Management & Servicing, Inc, Sterling Wealth Management and Sterling Global Strategies LLC. Paladino maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Sterling Global Strategies, LLC is a company that has its headquarters in Carlsbad, California. It has $223 million in assets across its 478 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 478 accounts, 31% are associated with high-net-worth individuals who have more than $1 million in investable assets. Sterling Global Strategies, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees typically depend on the services offered. Fee types charged by Sterling Global Strategies, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

1808 Aston Ave., Suite 245
Carlsbad, CA 92008

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Sterling Global Strategies, LLC Brokerage Details

Total Assets Under Management

$213,953,996

CA Average: $7,578,581,321
Total Number of Employees

5

CA Average: 43
Total Number of Accounts

491

CA Average: 3,727
Average Account Size

$435,752

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

John Paladino Work History

John has 10 years of experience.

2014 - Present (5 years)

Sterling Global Strategies LLC

2012 - Present (7 years)

Sterling Wealth Management

2012 - 2016 (4 years)

Comprehensive Asset Management & Servicing, Inc

2009 - 2012 (3 years)

Morgan Stanley Smith Barney

2008 - 2012 (4 years)

Morgan Stanley

Disclosures

John Paladino has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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