Edward Watson, financial advisor Charlotte NC

Edward Watson

CRD Number: 5066437
Current Firm: Sterling Capital Management LLC

Edward Watson (CRD# 5066437) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Sterling Capital Distributors, LLC Charlotte, NC Mar 2014 - Current 7
Sterling Capital Management Charlotte, NC May 2008 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2014
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Edward S. Watson
Phone Number: 704-927-4175
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    70,108
    MILLIONS
  • Total Number of Accounts
    4,132
    ACCOUNTS
  • Average Account Value
    $16,967,186
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

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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