Sterling Capital Management LLC

Sterling Capital Management LLC (CRD# 135405) is a financial advisory firm headquartered in Charlotte, NC. They manage $56,888,940,832 in 3,944 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    56,889
    MILLION
  • Total Number of Accounts
    3,944
    ACCOUNTS
  • Average Account Value
    $14,424,174
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Sterling Capital Management LLC
Showing 21 - 30 of 30 top financial advisors.
21
Margaret M. Oleary
CRD#: 2321621
Charlotte, NC 28211

Margaret Oleary (CRD# 2321621) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 26 years of experience in the finance industry.

22
Rebecca V. Patel
CRD#: 4147457
Raleigh, NC 27612

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.

23
Erik M. Persson
CRD#: 6118450
Charlotte, NC 28209

Erik Persson (CRD# 6118450) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 5 years of experience in the finance industry.

24
Leigh A. Pulse
CRD#: 2290182
Raleigh, NC 27612

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.

25
Kevin J. Runge
CRD#: 6028536
Charlotte, NC 28209

Kevin Runge (CRD# 6028536) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has 1 year of experience in the finance industry.

26
Whitney L. Stewart
CRD#: 4897483
Charlotte, NC 28209

Whitney Stewart (CRD# 4897483) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has 1 year of experience in the finance industry.

27
Donald E. Strehle
CRD#: 6399145
Washington, DC 20006

Donald Strehle (CRD# 6399145) is an Investment Advisor Representative working at Sterling Capital Management LLC in Washington, DC and has over 4 years of experience in the finance industry.

28
Gerald M. Van Horn
CRD#: 4568501
King Of Prussia, PA 19406

Gerald Van Horn (CRD# 4568501) is an Investment Advisor Representative working at Sterling Capital Management LLC in King Of Prussia, PA and has over 18 years of experience in the finance industry.

29
Edward S. Watson
CRD#: 5066437
Charlotte, NC 28209

Edward Watson (CRD# 5066437) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 5 years of experience in the finance industry.

30
Katelyn E. Whalen
CRD#: 5858638
Charlotte, NC 28209

Katelyn Whalen (CRD# 5858638) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 5 years of experience in the finance industry.

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