James
Atkins

Sterling Capital Management LLC

CRD#6123257
Investment Advisor
in Charlotte, NC

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About this Advisor

James Atkins is a financial advisor who works in Charlotte, North Carolina, with 7 years of relevant experience. Atkins currently works for Sterling Capital Management LLC. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Wells Fargo Advisors, LLC, Sterling Capital Management LLC and Sterling Capital Distributors, LLC. Atkins maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina. Sterling Capital Management LLC is a financial advisory firm that has its headquarters in Charlotte, NC. It has offices in five locations and a total of 180 financial advisors. It oversees $63 billion in total assets between its 3,390 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 104 charities and foundations. Of its 3,390 customer accounts, 33% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm offers a number 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. Fees charged by financial advisors vary depending on the type of financial services offered. However, fee types billed by Sterling Capital Management LLC most likely consist of any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

7 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

4350 Congress Street Suite 1000
Charlotte, NC 28209

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Sterling Capital Management LLC Brokerage Details

Total Assets Under Management

$62,841,626,948

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

180

NC Average: 22
Total Number of Accounts

3,390

NC Average: 1,917
Average Account Size

$18,537,353

NC 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

James Atkins Work History

James has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Sterling Capital Distributors, LLC

2015 - Present (9 years)

Sterling Capital Management LLC

2014 - 2015 (1 year)

Wells Fargo Advisors, LLC

2013 - 2014 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2014 (1 year)

Bank Of America, N.A

*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 James Atkins 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

John Winthrop
Downers Grove, IL
Margaret Oleary
Charlotte, NC
Whitney Stewart
Charlotte, NC
Stephen Freilich
West Palm Beach, FL
James Atkins
Charlotte, NC
Andrew Dizio
King Of Prussia, PA
Weldon Byrd
Raleigh, NC
Richard Petruzzo
Jupiter, 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 profile-compliance@smartasset.com.

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