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Brian Daniel Kosoy

Chief Executive OfficerSterling Investment Management, LLCCRD 6440525

About Brian Daniel Kosoy

Brian Daniel Kosoy is listed as Chief Executive Officer at Sterling Investment Management, LLC in West Palm Beach, FL. Form ADV reports a beneficial ownership band of Under 5%. Brian Daniel Kosoy is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of Sterling Investment Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Brian Daniel Kosoy work?

Brian Daniel Kosoy is listed as Chief Executive Officer at Sterling Investment Management, LLC on SEC Form ADV.

How much of Sterling Investment Management, LLC does Brian Daniel Kosoy own?

Form ADV reports a beneficial ownership band of Under 5%.

Sterling Investment Management, LLC

TitleChief Executive Officer
OwnershipUnder 5%
Control personYes
Since2021

Sterling Investment Management, LLC

TitleMember; Trustee Of Andrea B. Kosoy Irrevocable Trust Dated November 21, 2012
Ownership10-25%
Control personNo
Since2012

Sterling Investment Management, LLC

TitleTrustee
Ownership
Control personYes
Since2008