Sterling Bridge Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$130,700,814
Clients
826
Advisors
4
of 8 employees
About
Sterling Bridge Financial Group provides advisory services to individual and high‑net‑worth clients, offering portfolio management, financial planning, and the selection of third‑party investment managers. The firm typically advises using mutual funds, indexed funds, ETFs (including iShares), fixed‑income products, annuities, and insurance-related investments.
SBFG applies modern portfolio theory and a long‑term trading approach, documenting client objectives and risk tolerances in written Investment Policy Statements and often managing accounts on a discretionary basis. The firm may refer assets to third‑party managers and constructs portfolios that can include traditional equity and fixed‑income ETFs as well as alternative exposures such as crypto ETFs, subject to suitability assessments.
Distinctive operational features include a program of periodic, no‑fee educational seminars and workshops offered to clients and the public, which is less common among comparable team firms. SBFG also requires clients to use a designated qualified custodian (Fidelity), participates in that custodian’s institutional program for research and services (creating potential conflicts of interest), and uses an AI notetaker to document client meetings, all of which influence how it sources research and administers client relationships.
Client services
Expertise
Fee options
$0 - $250,000: 1.75% $250,001 - $500,000: 1.65% $500,001 - $1,000,000: 1.55% $1,000,001+: 1.45%
Account minimum: $250,000
Main office
4174 Woodlands Parkway
Palm Harbor FL 34685
Advisors at this office
4
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Frank D
Series 65
Palm Harbor, FL
Sterling Bridge Financial Group LLC
Frank Diana is a financial advisor with Sterling Bridge Financial Group LLC, holding a Series 65 credential and six years of industry experience. He is co-owner of Senior Benefit Resources, an insurance agency specializing in life insurance and fixed indexed annuities. Diana also holds roles with Diana Landi Holdings Company and Frank Diana Inc. Sterling Bridge Financial Group LLC serves individual clients, including high-net-worth individuals, by providing discretionary portfolio management and integrated financial planning. The firm emphasizes a long-term investment approach based on modern portfolio theory, often recommending indexed mutual funds, ETFs, and iShares, and offers no-cost educational seminars to clients and the public.
Anthony L
Series 65
Palm Harbor, FL
Sterling Bridge Financial Group LLC
Anthony Landi is a financial advisor with Sterling Bridge Financial Group LLC in Palm Harbor, FL, holding a Series 65 credential and six years of industry experience. He has been with Sterling Bridge since 2019 and is also involved in non-investment-related businesses, including serving as a manager at Diana Landi Holdings Company and as an officer/director at Anthony Landi Inc. Additionally, he owns Senior Benefit Resources, PLLC, an investment-related business selling insurance products. Sterling Bridge Financial Group LLC serves individual clients, including high-net-worth individuals, offering discretionary portfolio management and integrated financial planning. The firm follows a long-term investment approach based on modern portfolio theory and provides no-cost public seminars alongside its advisory services.
Vincent S
Series 65
Palm Harbor, FL
Sterling Bridge Financial Group LLC
Vincent Sgro is a financial advisor at Sterling Bridge Financial Group LLC with a Series 65 designation and three years of industry experience. He has previously worked at Nationwide Investment Services Corporation and Senior Benefit Resources. Sterling Bridge Financial Group provides advisory services to individual and high-net-worth clients, focusing on portfolio management, financial planning, and the selection of third-party investment managers. The firm employs modern portfolio theory and a long-term trading approach, offering portfolios that include traditional and alternative investment products, and also hosts no-fee educational seminars for clients and the public.
Michael M
Series 65
Palm Harbor, FL
Sterling Bridge Financial Group LLC
Michael Merluzzi is a Series 65-licensed financial advisor with Sterling Bridge Financial Group LLC, based in Palm Harbor, FL, with three years of industry experience. His prior roles include positions at Fisher Investments and Kuorum Partners Wealth. Sterling Bridge Financial Group provides advisory services to individual and high-net-worth clients, offering portfolio management, financial planning, and third-party investment manager selection. The firm employs modern portfolio theory and a long-term trading approach, using a range of investment products including mutual funds, indexed funds, ETFs, and crypto ETFs, and offers periodic no-fee educational seminars to clients and the public.
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