Garrett
Davis

Sterling Capital Management LLC

CRD#5545166
Investment Advisor
in Jupiter, FL

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About this Advisor

Garrett Davis is a financial advisor who works in Jupiter, Florida with a total of 3 years of relevant experience. Davis currently works for Sterling Capital Management LLC. Over the course of their career, they have held roles at Securevest Financial Group, Inc, Suntrust Advisory Services, Inc, Sterling Capital Management LLC and Sterling Capital Distributors, LLC. Davis maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Sterling Capital Management LLC is a financial advisory business operating out of Charlotte, NC. The firm has offices in five locations and a total of 180 financial advisors. It has $63 billion in assets under management among its 3,390 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 104 charitable organizations. Of its 3,390 accounts, 33% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Sterling Capital Management LLC performs a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advice largely vary depending on which services the firm provides the client. Fees charged by Sterling Capital Management LLC most likely include some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

150 Us Highway 1
Jupiter, FL 33477

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Sterling Capital Management LLC Brokerage Details

Total Assets Under Management

$62,841,626,948

FL Average: $3,625,019,099
Total Number of Employees

180

FL Average: 22
Total Number of Accounts

3,390

FL Average: 1,917
Average Account Size

$18,537,353

FL Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Garrett Davis Work History

Garrett has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Sterling Capital Management LLC

2020 - Present (4 years)

Sterling Capital Distributors, LLC

2018 - 2020 (2 years)

Suntrust Advisory Services, Inc

2010 - 2018 (8 years)

Securevest Financial Group, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Garrett Davis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sterling Capital Management LLC

Whitney Stewart
Charlotte, NC
James Atkins
Charlotte, NC
John Winthrop
Downers Grove, IL
Stephen Freilich
West Palm Beach, FL
Margaret Oleary
Charlotte, NC
Michael Jensen
Charlotte, NC
Stacey Smith Bryant
Charlotte, NC
Weldon Byrd
Raleigh, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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