Sterling Capital Management LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Stephen Freilich is a chartered financial analyst operating in West Palm Beach, Florida with 3 years of relevant experience. Freilich is an employee of Sterling Capital Management LLC. Freilich has gained experience at Suntrust Bank, Suntrust Advisory Services and Sterling Capital Management LLC. Freilich is approved to work in Florida. Sterling Capital Management LLC is a company that has its headquarters in Charlotte, NC. It has offices in five locations and a total of 180 employees. It has $63 billion in total assets among its 3,390 client 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 client accounts, 33% are held by high-net-worth investors who have greater than $1 million in investable assets. The business has a wide range 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. A financial advisor's fee schedules usually vary depending on which service is offered. Fee types charged by Sterling Capital Management LLC likely include any combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Sterling Capital Management LLC Brokerage Details
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
Stephen Freilich Work History
Stephen has been registered as a financial advisor for 3 years.*
Sterling Capital Management LLC
Suntrust Advisory Services
*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.
Please visit the SEC profile of Stephen Freilich 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
Downers Grove, IL
West Palm Beach, FL
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 email@example.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.