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Est. 2026The front page of wealth managementNew York

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Chief Compliance Officer · Sterling Investment Management, LLC

Crystal P. Kelly

CRD 6558344 · Named on Form ADV at one SEC-registered adviser

At a glance

Sterling Investment Management, LLC, an SEC-registered wealth manager based in Tucson, AZ with $409 million in regulatory assets, lists Crystal P. Kelly on its Form ADV as Chief Compliance Officer.

Firms and roles

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Crystal’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • John H. PayneManaging Partner, Chief Investment Officer, Sterling Investment Management, LLC
  • ARUMAYTA M. ArguelloPortfolio Manager, Sterling Investment Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Crystal’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.