David
Barrett
Sterling Capital Management LLC
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About this Advisor
David Barrett is a financial advisor based in Charlotte, North Carolina, working with Sterling Capital Management LLC. David has previously held positions at Bpv Capital Management, Foreside Fund Services, LLC, Sterling Capital Distributors, LLC, and Sterling Capital Management LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia and North Carolina. Currently, David is part of Sterling Capital Management LLC, which operates out of Charlotte, North Carolina. The firm has 5 offices and 181 employees. The firm manages assets totaling $66.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Sterling Capital Management LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sterling Capital Management LLC Brokerage Details
$66,746,472,114
181
3,215
$20,760,956
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
Sterling Capital Distributors, LLC
Sterling Capital Management LLC
Foreside Fund Services, LLC
Bpv Capital Management
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
King Of Prussia, PA
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Downers Grove, IL
Charlotte, NC
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