Eduardo BreaCRD Number: 1940304
Current Firm: Sterling Capital Management LLC
Eduardo Brea (CRD# 1940304) 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.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Sterling Capital Management||Charlotte, NC||Jun 1995 - Current||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1995|
|S65||NASAA Investment Advisors Law Examination||Dec 1995|
Total Assets Under Management51,155MILLIONS
Total Number of Accounts4,417ACCOUNTS
Average Account Value$11,581,309
- A percentage of assets under your management
- Hourly charges
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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