Richard
Petruzzo

Sterling Capital Management LLC

CRD#6127649
Investment Advisor
in Jupiter, FL

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About this Advisor

Richard Petruzzo is a chartered financial analyst operating out of Jupiter, Florida, with 3 years of industry experience. Petruzzo is on the advisory team at Sterling Capital Management LLC. Throughout their career, Petruzzo has worked at Janney Montgomery Scott, Suntrust Bank, Suntrust Advisory Services, Inc and Sterling Capital Management LLC. Petruzzo maintains a Series 63 license, qualifying them as a securities agent, and can operate in Florida. Sterling Capital Management LLC is a business operating out of Charlotte, NC. It has offices in five locations and a total of 180 employees. It controls $63 billion in total assets between its 3,390 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 104 charities and foundations. Of its 3,390 accounts, 33% are held by high-net-worth investors who have more than $1 million in investable assets. Sterling Capital Management LLC offers a wide array 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 charged by financial advisors typically vary depending on which services the firm provides the client. However, fee types billed by Sterling Capital Management LLC most likely are comprised of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

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

Richard Petruzzo Work History

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

2020 - Present (4 years)

Sterling Capital Management LLC

2017 - Present (7 years)

Suntrust Advisory Services, Inc

2014 - Present (10 years)

Suntrust Bank

2012 - 2013 (1 year)

Janney Montgomery Scott

*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 Richard Petruzzo 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

Margaret Oleary
Charlotte, NC
James Atkins
Charlotte, NC
Whitney Stewart
Charlotte, NC
John Winthrop
Downers Grove, IL
Stephen Freilich
West Palm Beach, FL
Richard Petruzzo
Jupiter, FL
David Barrett
Charlotte, NC
Michael Jensen
Charlotte, 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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