Arumayta Arguello has been Portfolio Manager of Sterling Investment Management since January 2022, is not listed as a control person, but directly owns between 5% and 10% of the firm. Arumayta Arguello holds a Bachelor of Science in Business Administration with concentration in Finance from the University of Central Florida and a Master of Investment Management and Financial Analysis from Creighton University.
Sterling Investment Management, LLC is a Tucson, AZ firm with $409M under management, 151 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Arumayta Arguello is Partner and Portfolio Manager of Sterling Investment Management and has been with the firm for over a decade. She is responsible for portfolio asset allocation, security selection, and research and analysis associated with all of the firm's investment portfolios, and is a member of its Investment Policy Committee.
- – present · 12 yearsTucson, AZ · Adviser representative · Firm CRD 112923
Professional designations
Listed by Sterling Investment Management
- Chartered Financial Analyst (CFA)
Investment adviser representative registrations
Arumayta Arguello is registered as an investment adviser representative in 3 states. The first approvals date from December 2014; the most recent are California and Colorado, in May 2025.
- ArizonaSince 9 December 2014
- CaliforniaSince 27 May 2025
- ColoradoSince 27 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 October 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Arumayta Martinez Arguello
- CRD
- 6399035
- Firm
- Sterling Investment Management · CRD 112923
- Role
- Portfolio Manager
- Office
- 6262 NORTH SWAN RD., SUITE 210, Tucson, AZ 85718
- Registration
- Investment adviser registration
- In the industry since
- October 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sterlinginvestmentmanagement.com
Where does Arumayta Arguello work?
Arumayta Arguello has been Portfolio Manager of Sterling Investment Management, LLC since January 2022.
Is Arumayta Arguello a financial advisor?
Yes. Arumayta Arguello has a current investment-adviser registration in Arizona, California and Colorado, through Sterling Investment Management since October 2014.
How many years of experience does Arumayta Arguello have?
Arumayta Arguello has 12 years in the financial industry, since October 2014, across 1 adviser firm.
What exams has Arumayta Arguello passed?
Arumayta Arguello passed the Series 65 in October 2014.
Where is Arumayta Arguello based?
Arumayta Arguello’s registered office is in Tucson, AZ.
Is Arumayta Arguello registered with FINRA?
No. Arumayta Arguello has no current broker registration.
Is Arumayta Arguello a CFA charterholder?
Sterling Investment Management lists Arumayta Arguello with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
Source: Arumayta Arguello biography, sterlinginvestmentmanagement.com
How can I verify Arumayta Arguello’s record?
Search CRD 6399035 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Arumayta Arguello’s full registration record.