Sterling Capital Management LLC

Investment Advisor
in Downers Grove, IL

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About this Advisor

John Winthrop is a financial advisor working in Downers Grove, Illinois who has 10 years of industry experience. Winthrop is on the advisory team at Sterling Capital Management LLC. Winthrop has gained experience at Sterling Capital Distributors and Sterling Capital Management LLC. Winthrop holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Illinois. Sterling Capital Management LLC is a financial advisory company headquartered in Charlotte, NC. The firm has offices in five locations and a total of 180 employees. It controls $63 billion in assets among its 3,390 client accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 104 charities and foundations. Of its 3,390 accounts, 33% belong to high-net-worth individuals who have more than $1 million in investable assets. Sterling Capital Management LLC offers a wide assortment 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. Financial management fee schedules largely vary depending on the financial services offered. Fee types billed by Sterling Capital Management LLC likely include any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 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

Downers Grove, IL

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Sterling Capital Management LLC Brokerage Details

Total Assets Under Management


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


IL Average: 22
Total Number of Accounts


IL Average: 1,917
Average Account Size


IL 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

John Winthrop Work History

John has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Sterling Capital Distributors

2013 - Present (11 years)

Sterling Capital Management LLC

*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 John Winthrop 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

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