Rebecca PatelCRD Number: 4147457
Current Firm: Sterling Capital Management LLC
Rebecca Patel (CRD# 4147457) is an Investment Advisor Representative working at Sterling Capital Management LLC in Raleigh, NC and has over 19 years of experience in the finance industry.
Sycamore Financial Planning, LLC
Portfolio Medics, LLC
Mml Investors Services, LLC
|Sterling Capital Distributors||King Of Prussia, PA||Aug 2007 - Current||12|
|Sterling Capital Management LLC||Raleigh, NC||Jul 2002 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2000|
|S66||NASAA Uniform Combined State Law Examination||Jul 2003|
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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