Stephen Matthew Kyne
Investment Adviser Representative at Sterling Manor Financial, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Stephen Matthew Kyne is an investment adviser representative with Sterling Manor Financial, LLC in Saratoga Springs, NY, where they have been registered since 2021. They have worked in the securities industry since 2004 and were previously registered with Cadaret Grant & Co Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in New York.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Sterling Manor FinancialApr 2006 – no end date reportedSaratoga Springs, NY
- Cadaret, Grant & Co., Inc.Nov 2009 – Dec 2024Saratoga Springs, NY
- Sterling Manor Financial, LLCJun 2016 – no end date reportedSaratoga Springs, NY
- Cadaret,Grant & Co.,Inc.Nov 2009 – Dec 2024Saratoga Springs, NY
- Sterling Manor Financial, LLCApr 2006 – no end date reportedSaratoga Springs, NY
- Sterling Manor Financial, LLCApr 2006 – no end date reportedSaratoga Springs, NY
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Sterling Manor Financial, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.02
- All Assets2.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management, financial planning, retirement planning, estate planning, lifestyle planning, and insurance, delivered through The Sterling 3-D Process.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Saratoga Springs, NY
- SEC file number:
- 801-107975
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 11, 2026
View full firm profileOther advisors at Sterling Manor Financial, LLC
2 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stephen Matthew Kyne has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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