Stephen
Freilich

Sterling Capital Management LLC

CRD#1832052
Investment Advisor
in West Palm Beach, FL

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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

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 Hgwy 1
West Palm Beach, FL 33411

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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

Stephen Freilich Work History

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

2020 - Present (4 years)

Sterling Capital Management LLC

2013 - 2020 (7 years)

Suntrust Bank

2013 - 2020 (7 years)

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.

Disclosures

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

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