Financial ADVSR advisor directory · SEC adviser records
Sterling Capital Management LLC financial advisors in Charlotte, NC
Every SEC-registered investment adviser representative at a Sterling Capital Management LLC office in Charlotte, A to Z.
The short answer
15 registered advisors work at Sterling Capital Management LLC in Charlotte, out of 28 at the firm nationwide; it ranks number 46 in the city by advisors. 0 list the CFP designation and 13 are also registered broker representatives.
Sterling Capital Management LLC advisors in Charlotte, A to Z
Every Sterling Capital Management LLC advisor →- James S. AtkinsAlso a broker rep
- John D. BarrettAlso a broker rep
- Daniel A. CalabrettaAlso a broker rep
- Orton ChenChartered Financial Analyst
- Reginald S. FergusonAlso a broker rep
- John M. FlowersAlso a broker rep
- William H. IobstInvestment adviser rep
- Michael JensenAlso a broker rep
- Lydia S. MarcinkoAlso a broker rep
- Brian R. MartinAlso a broker rep
- Margaret M. OlearyAlso a broker rep
- Julia K. ScruggsAlso a broker rep
- Tate J. SmallAlso a broker rep
- Stacey E. Smith BryantAlso a broker rep
- Whitney L. StewartAlso a broker rep
Sterling Capital Management LLC advisors in every city and state →Sterling Capital Management LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Sterling Capital Management LLC advisors in other cities
King Of Prussia, PA 4Raleigh, NC 3West Palm Beach, FL 2Jupiter, FL 1Knoxville, TN 1Palm Beach Gardens, FL 1Parker, CO 1
Other firms in Charlotte
All Charlotte advisors →Vanguard Advisers, Inc. 642Merrill Lynch, Pierce, Fenner & Smith Incorporated 428Wells Fargo Clearing Services, LLC 342Tiaa-Cref Individual & Institutional Services, LLC 327UBS Financial Services Inc. 144Truist Advisory Services, Inc. 118LPL Financial LLC 114Morgan Stanley 101Ameriprise Financial Services, LLC 100Strategic Advisers LLC 79Principal Advised Services 66Ip Financial Advisory Services LLC 60
Questions
How many financial advisors does Sterling Capital Management LLC have in Charlotte?
15 investment adviser representatives are registered at Sterling Capital Management LLC offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 28 nationwide. 0 list the CFP designation and 13 are also registered as broker representatives.
Is Sterling Capital Management LLC one of the largest advisor employers in Charlotte?
Sterling Capital Management LLC ranks number 46 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 642.
How do I check a Sterling Capital Management LLC advisor in Charlotte?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sterling Capital Management LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.