Shaun Sterling, AIF®, RICP®
Wealth Advisor
Shaun Sterling joined LPL Financial in October of 2020 as an Investment Manager. Prior to working at LPL Financial, Shaun was with Ameriprise and New York Life as well as a bond trader for AIG and a trader on the New York Stock exchange. The importance of being independent from broker-dealer proprietary products, and of acting as a fiduciary for his clients, led him to join LPL and their wealth management platform.
Shaun graduated from Fairfield University with a double major in Finance and Information Systems. He holds the Series 66 and Series 7 licenses. Shaun is an Accredited Investment Fiduciary (AIF®) as well as a Retirement Income Certified Professional (RICP®). He and his partners formed North Fork Wealth Management, Inc., where they specialize in business retirement plans, investing and retirement income strategies, and financial planning.
Shaun resides in Mattituck with his wife, Heather; their sons, Mason and Logan; and their dogs, Memphis and Annie. When he isn’t on the sidelines coaching his sons’ soccer teams, you may find him around Montauk, fishing and enjoying nature.
