Mary
Fountain
Sterling Capital Management LLC
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About this Advisor
Mary Fountain is a financial advisor operating out of Charlotte, North Carolina with a total of 18 years of relevant experience. Fountain works at Sterling Capital Management LLC. During their career, Fountain has held roles at Sterling Capital Management and Bb&T Am Distributors, Inc. Fountain has a Series 63 license, designating them as a securities representative, and can operate in Florida and North Carolina. Sterling Capital Management LLC is a registered investment business based in Charlotte, NC. The firm has offices in five locations and a total of 180 employees. It oversees $63 billion in assets between its 3,390 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 104 charitable organizations. Of its 3,390 accounts, 33% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm performs 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. Financial advisory fees largely vary depending on which service is provided. However, fees charged by Sterling Capital Management LLC most likely include 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
Mary Fountain Work History
Mary has been registered as a financial advisor for 18 years.*
Bb&T Am Distributors, Inc
Sterling 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 Mary Fountain to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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