Daly Andersson has been an investment adviser representative at Sterling Wealth Management since November 2023, and is not listed among the firm’s executive officers or direct owners.
Sterling Wealth Management, Inc. is a Champaign, IL firm with $495M under management, 240 clients and 7 advisers in one office, as of its March 2026 filing.
Daly Andersson is Senior Wealth Advisor of Sterling Wealth Management, based in Champaign, Illinois. Andersson serves families through financial planning and investment management, lectures in the financial planning program at the University of Illinois at Urbana-Champaign, and speaks in the community on personal leadership and financial education.
Daly Andersson’s longest registration was 9 years at Raymond James Financial Services Advisors, Inc (2011–2021). Before joining Sterling Wealth Management in 2023, Daly Andersson was registered through Sanctuary Advisors, LLC and Raymond James Financial Services Advisors, Inc.
- – present · 2 yearsChampaign, IL · Adviser representative · Firm CRD 131304
- Sanctuary Advisors, LLC– · 2 yearsChampaign, IL · Adviser representative · Firm CRD 226606
- Raymond James Financial Services Advisors, Inc– · 9 yearsUrbana, IL · Adviser representative · Firm CRD 149018
Professional designations
Listed by Sterling Wealth Management
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Daly Andersson is registered as an investment adviser representative in 2 states. Each was approved in November 2023.
- IllinoisSince 7 November 2023
- TexasSince 7 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 October 2010 |
| Series 7 | General Securities Representative Examination | 23 August 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Daly Christa Andersson
- CRD
- 5761631
- Firm
- Sterling Wealth Management · CRD 131304
- Office
- 301 N. NEIL STREET, SUITE 203, Champaign, IL 61820
- Registration
- Investment adviser registration
- In the industry since
- August 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sterlingwealthmanagement.com
Where does Daly Andersson work?
Daly Andersson is an investment adviser representative registered through Sterling Wealth Management, Inc. since November 2023, and is not listed among the firm’s executive officers or direct owners.
Is Daly Andersson a financial advisor?
Yes. Daly Andersson has a current investment-adviser registration in Illinois and Texas, through Sterling Wealth Management since November 2023.
How many years of experience does Daly Andersson have?
Daly Andersson has 16 years in the financial industry, since August 2010, across 3 adviser firms.
What exams has Daly Andersson passed?
Daly Andersson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2010. FINRA credited Daly Andersson with the SIE, which began in October 2018.
Where did Daly Andersson work before Sterling Wealth Management?
Before Sterling Wealth Management, Daly Andersson was registered through Raymond James Financial Services Advisors, Inc, August 2011 to May 2021.
Where is Daly Andersson based?
Daly Andersson’s registered office is in Champaign, IL.
Is Daly Andersson registered with FINRA?
No. Daly Andersson has no current broker registration.
Is Daly Andersson a CFP?
Sterling Wealth Management lists Daly Andersson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Daly Andersson, CFA, CFP® biography, sterlingwealthmanagement.com
Is Daly Andersson a CFA charterholder?
Sterling Wealth Management lists Daly Andersson with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Daly Andersson, CFA, CFP® biography, sterlingwealthmanagement.com
How can I verify Daly Andersson’s record?
Search CRD 5761631 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daly Andersson’s full registration record.