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Welcome to Sterling Monroe Securities, LLC

Sterling Monroe Securities, LLC, a member of the Financial Industry Regulatory Authority (FINRA), was founded in 2002 to assist 3 Dimensional Wealth Advisory (formerly Diefendorf Capital Planning Associates) in meeting the growing investment needs of their clients. Located in Locust Valley, NY, Sterling Monroe services the Accredited Investor.

3 Dimensional Wealth Advisory has a proud history in the financial services industry that dates back to 1875. 

Sterling Monroe Securities, LLC is a member of:

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