Sterling Capital Management LLC

Sterling Capital Management LLC (CRD# 135405) is a financial advisory firm headquartered in Charlotte, NC. They manage $66,746,472,114 in 3,215 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    66,746
    MILLION
  • Total Number of Accounts
    3,215
    ACCOUNTS
  • Average Account Value
    $20,760,956
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Sterling Capital Management LLC
Showing 11 - 20 of 29 top financial advisors.
11
John D. Gangi
CRD#: 1330032
150 Us Highway 1, Jupiter, FL 33477

John Gangi (CRD# 1330032) is an Investment Advisor Representative working at Sterling Capital Management LLC in Jupiter, FL and has over 5 years of experience in the finance industry.

12
Brian R. Martin
CRD#: 4480611
4350 Congress Street, Suite 1000, Charlotte, NC 28209

Brian Martin (CRD# 4480611) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 21 years of experience in the finance industry.

13
Alexander W. McAlister
CRD#: 1465894
4350 Congress Street, Suite 1000, Charlotte, NC 28209

Alexander McAlister (CRD# 1465894) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 27 years of experience in the finance industry.

14
John W. McAuley
CRD#: 3188892
4350 Congress Street, Suite 1000, Charlotte, NC 28209

John McAuley (CRD# 3188892) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 23 years of experience in the finance industry.

15
Richard A. Myers
CRD#: 3228917
4350 Congress Street, Suite 1000, Charlotte, NC 28209

Richard Myers (CRD# 3228917) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 24 years of experience in the finance industry.

16
Margaret M. Oleary
CRD#: 2321621
4350 Congress Street, Suite 1000, Charlotte, NC 28211

Margaret Oleary (CRD# 2321621) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 31 years of experience in the finance industry.

17
Sarah B. Palmquist
CRD#: 5803658
900 S. Gay Street, Knoxville, TN 37902

Sarah Palmquist (CRD# 5803658) is an Investment Advisor Representative working at Sterling Capital Management LLC in Knoxville, TN and has over 13 years of experience in the finance industry.

18
Rebecca V. Patel
CRD#: 4147457
434 Fayetteville Street, Suite 500, Raleigh, NC 27601

Rebecca Patel (CRD# 4147457) is an Investment Advisor Representative working at Sterling Capital Management LLC in Raleigh, NC and has over 23 years of experience in the finance industry.

19
Richard C. Petruzzo
CRD#: 6127649
150 Us Highway 1, Jupiter, FL 33477

Richard Petruzzo (CRD# 6127649) is an Investment Advisor Representative working at Sterling Capital Management LLC in Jupiter, FL and has over 11 years of experience in the finance industry.

20
Andrew Richman
CRD#: 2098670
150 Us Highway 1, Jupiter, FL 33477

Andrew Richman (CRD# 2098670) is an Investment Advisor Representative working at Sterling Capital Management LLC in Jupiter, FL and has over 32 years of experience in the finance industry.

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