Troy
Sterba
First Horizon Advisors, Inc
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About this Advisor
Troy Sterba is a certified financial planner based in Fort Lauderdale, Florida with 3 years of industry experience. Sterba is an advisor for First Horizon Advisors, Inc. Throughout their career, Sterba has worked at Gibraltar Private Bank & Trust, Infinex Investments, Inc and First Horizon. Sterba has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida and Texas. First Horizon Advisors, Inc is an advisory company operating out of Memphis, TN. The company has offices in 69 locations and a total of 224 people on staff. It has $11 billion in assets under management among its 9,360 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 54 charitable organizations. Of its 9,360 client accounts, just 10% belong to high-net-worth clients who have at least $1 million in investable assets. The business provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees largely are based on which services are offered. However, fee types billed by First Horizon Advisors, Inc likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Horizon Advisors, Inc Brokerage Details
$11,300,952,063
224
9,360
$1,207,367
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Troy Sterba Work History
Troy has been registered as a financial advisor for 3 years.*
First Horizon
Gibraltar Private Bank & Trust
Infinex Investments, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Troy Sterba 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 First Horizon Advisors, Inc
Memphis, TN
Sarasota, FL
Chapel Hill, NC
Nashville, TN
Memphis, TN
Orlando, FL
Germantown, TN
Ponte Vedra Beach, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
