Sterling
Herrmann
Prime Capital Investment Advisors, LLC
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About this Advisor
Sterling Herrmann is a financial advisor based in Royal Oak, Michigan, working with Prime Capital Investment Advisors, LLC. Sterling has previously held positions at Central Michigan University, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Portfolio Solutions, LLC, and Prime Capital Investment Advisors, LLC. Sterling has passed the Series 66 regulatory exam and is registered to provide services in Connecticut, Delaware, Florida, Massachusetts, Michigan, and Pennsylvania. Currently, Sterling is part of Prime Capital Investment Advisors, LLC, which operates out of Royal Oak, Michigan. The firm has 70 offices and 353 employees. The firm manages assets totaling $24.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Prime Capital Investment Advisors, LLC includes asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prime Capital Investment Advisors, LLC Brokerage Details
$24,362,866,552
353
30,635
$795,262
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Sterling Herrmann Work History
Prime Capital Investment Advisors, LLC
Portfolio Solutions, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Central Michigan University
Disclosures
Please visit the SEC profile of Sterling Herrmann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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