David
Barrett
Sterling Capital Management LLC
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About this Advisor
David Barrett is a financial advisor based out of Charlotte, North Carolina with 7 years of relevant experience. Barrett is an employee of Sterling Capital Management LLC. Their career trajectory has included roles at Bpv Capital Management, Foreside Fund Services, LLC, Sterling Capital Distributors, LLC and Sterling Capital Management LLC. Barrett holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Georgia and North Carolina. Sterling Capital Management LLC is a financial advisory company based out of Charlotte, NC. The firm has offices in five locations and a total of 180 advisors. It oversees $63 billion in assets between its 3,390 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves 104 charities and foundations. Of its 3,390 customer accounts, 33% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Sterling Capital Management LLC has a wide assortment of services, such as 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 depend on which services the firm provides the client. Fee types billed by Sterling Capital Management LLC likely are comprised of some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sterling Capital Management LLC Brokerage Details
$62,841,626,948
180
3,390
$18,537,353
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
David Barrett Work History
David has been registered as a financial advisor for 7 years.*
Sterling Capital Distributors, LLC
Sterling Capital Management LLC
Foreside Fund Services, LLC
Bpv Capital Management
*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 David Barrett 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
Charlotte, NC
Charlotte, NC
Downers Grove, IL
Charlotte, NC
West Palm Beach, FL
Charlotte, NC
King Of Prussia, PA
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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