John
Barrett
Sterling Capital Management LLC
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About this Advisor
John Barrett is a financial advisor based out of Charlotte, North Carolina with a total of 1 year of industry experience. Barrett is currently employed by Sterling Capital Management LLC. Throughout their career, Barrett has worked at Groucho'S Deli Of Raleigh, Catering By Design, North Carolina State University, Apex Chamber Of Commerce, The Vanguard Group, Inc, Apex High School, Bb&T Institutional Investment Advisers, Inc, One Digital, Mclaurin Parking, Truist and Sterling Capital Management LLC. Barrett has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in North Carolina. Sterling Capital Management LLC is a registered investment company that has its headquarters in Charlotte, NC. It has offices in five locations and a total of 180 people on staff. It oversees $63 billion in assets across its 3,390 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 104 charitable organizations. Of its 3,390 client accounts, 33% are held by high-net-worth clients who have greater than $1 million in assets. The firm offers a number 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. Fees charged by financial advisors usually depend on which services are offered. Fee types billed by Sterling Capital Management LLC likely are comprised 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
John Barrett Work History
John has been registered as a financial advisor for 1 years.*
Sterling Capital Management LLC
One Digital
Truist
Bb&T Institutional Investment Advisers, Inc
The Vanguard Group, Inc
Apex Chamber Of Commerce
Groucho'S Deli Of Raleigh
North Carolina State University
Catering By Design
Mclaurin Parking
Apex High School
*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 John 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
Downers Grove, IL
Charlotte, NC
Charlotte, NC
Charlotte, NC
West Palm Beach, FL
King Of Prussia, PA
Charlotte, NC
Raleigh, 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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