Leigh PulseCRD Number: 2290182
Current Firm: Sterling Capital Management LLC
Leigh Pulse (CRD# 2290182) is an Investment Advisor Representative working at Sterling Capital Management LLC in Raleigh, NC and has over 24 years of experience in the finance industry.
Sycamore Financial Planning, LLC
Portfolio Medics, LLC
Mml Investors Services, LLC
|Sterling Capital Management LLC||Raleigh, NC||Jun 2007 - Current||12|
|Sterling Capital Distributors, Inc.||King Of Prussia, PA||Apr 2007 - Current||12|
|Bny Mellon Investment Servicing Inc.||Wilmington, DE||Apr 2007 - Dec 2010||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1995|
|S65||NASAA Investment Advisors Law Examination||Dec 1998|
|S66||NASAA Uniform Combined State Law Examination||Dec 2005|
Total Assets Under Management56,889MILLIONS
Total Number of Accounts3,944ACCOUNTS
Average Account Value$14,424,174
- 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)
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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