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Chief Operating Officer, Executive Vice President · Sterling Wealth Management, Inc.

Martin P. Allen

CRD 6775309 · Named on Form ADV at one SEC-registered adviser

At a glance

Sterling Wealth Management, Inc., an SEC-registered wealth manager based in Champaign, IL with $495 million in regulatory assets, lists Martin P. Allen on its Form ADV as Chief Operating Officer, Executive Vice President.

Firms and roles

AtlasMembers

Martin’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

  • Sharon C. AllenChief Executive Officer, Chief Compliance Officer, Sterling Wealth Management, Inc.

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