Margaret
Oleary

Sterling Capital Management LLC

CRD#2321621
Investment Advisor
in Charlotte, NC

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About this Advisor

Margaret Oleary is a financial advisor working out of Charlotte, North Carolina with a total of 6 years of relevant experience. Oleary is an advisor for Sterling Capital Management LLC. During their career, Oleary has held roles at Northern Lights Distributors, LLC, Good Harbor Financial, LLC, Sterling Capital Management LLC, Foreside Fund Services, LLC, Cedar Capital, LLC, Bluestone Investment Banking Group, Sterling Capial Distributors LLC and Sterling Capital Distributors, LLC. Oleary maintains Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Connecticut and North Carolina. Sterling Capital Management LLC is a firm that has its headquarters in Charlotte, NC. It has offices in five locations and a total of 180 financial advisors. It manages $63 billion in assets under management among its 3,390 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 104 charitable organizations. Of its 3,390 customer accounts, 33% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Sterling Capital Management LLC has a diverse array 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 for financial advisory services largely depend on which services the firm provides the client. Fees billed by Sterling Capital Management LLC most likely include some combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

6 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 28211

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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

Margaret Oleary Work History

Margaret has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Sterling Capital Management LLC

2017 - Present (7 years)

Sterling Capital Distributors, LLC

2016 - 2016 (< 1 year)

Bluestone Investment Banking Group

2016 - 2017 (1 year)

Sterling Capial Distributors LLC

2016 - 2017 (1 year)

Sterling Capital Management LLC

2015 - 2016 (1 year)

Cedar Capital, LLC

2014 - 2016 (2 years)

Foreside Fund Services, LLC

2013 - 2014 (1 year)

Northern Lights Distributors, LLC

2013 - 2014 (1 year)

Good Harbor Financial, 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.

Disclosures

Please visit the SEC profile of Margaret Oleary 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
John Winthrop
Downers Grove, IL
Stephen Freilich
West Palm Beach, FL
Whitney Stewart
Charlotte, NC
Michael Jensen
Charlotte, NC
Richard Myers
Charlotte, NC
Andrew Dizio
King Of Prussia, PA

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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