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).
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Total Assets Under Management66,746MILLION
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Total Number of Accounts3,215ACCOUNTS
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Average Account Value$20,760,956
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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
Timothy Sargent (CRD# 2886168) is an Investment Advisor Representative working at Sterling Capital Management LLC in Raleigh, NC and has over 26 years of experience in the finance industry.
Stacey Smith Bryant (CRD# 6760055) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 6 years of experience in the finance industry.
Whitney Stewart (CRD# 4897483) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 5 years of experience in the finance industry.
Gerald Van Horn (CRD# 4568501) is an Investment Advisor Representative working at Sterling Capital Management LLC in King Of Prussia, PA and has over 23 years of experience in the finance industry.
John Winthrop (CRD# 4846755) is an Investment Advisor Representative working at Sterling Capital Management LLC in Downers Grove, IL and has over 19 years of experience in the finance industry.
Daniel Calabretta (CRD# 7101114) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 4 years of experience in the finance industry.
Lillian Green (CRD# 5567083) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 4 years of experience in the finance industry.
Michael Jensen (CRD# 7619872) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has 1 year of experience in the finance industry.
Tate Small (CRD# 7374603) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has 1 year of experience in the finance industry.