Sterling Bridge Financial Group Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 304409
· SEC file 801-135915
· Palm Harbor, FL
· www.linkedin.com
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ADV data as of Mar 20, 2026
- Regulatory AUM
- $131M
- Discretionary
- $131M
- Clients
- 827
- Avg AUM / client
- $158K
- Accounts
- 776
- Employees
- 8
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 776 | $93.4M | 71.2% |
| High net worth individuals | 50 | $37.3M | 28.5% |
| Pension and profit sharing plans | 1 | $366K | 0.28% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony Mario Landi | Registered representative | Jul 2019 (7y) | ||
| Vincent Sgro | Registered representative | Jan 2025 (2y) | ||
| James Tyler Phillips | Registered representative | CFP | Sep 2025 (1y) | |
| Frank Diana | Registered representative | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Distributors Company Llc $131M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗