Michael
Knorr

Sterling Capital Management LLC

CRD#6695200
Investment Advisor
in Charlotte, NC

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About this Advisor

Michael Knorr is a financial advisor based in Charlotte, North Carolina. Knorr is an advisor for Sterling Capital Management LLC. During their career, the advisor has held roles at St. John Fisher College, Monroe Community College, Hilton Central Schools, Allstate Insurance, Lpl Financial (Dba: X-Bac, LLC), Wright Beverage Distributing, Fitness Warehouse, Mcdonalds, Northwestern Mutual Life Insurance Company, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Lowes, Unemployed (Not On Unemployment), Sterling Capital Management LLC, Sterling Capital Distributors, LLC and Nfm Lending. Knorr has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. Sterling Capital Management LLC is a firm based out of Charlotte, NC. It has offices in five locations and a total of 180 advisors. It oversees $63 billion in assets under management between its 3,390 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 104 charities and foundations. Of its 3,390 client accounts, 33% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm provides a broad assortment 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. Financial advisory fee schedules largely depend on which services the firm provides the client. Fees charged by Sterling Capital Management LLC most likely include any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

Michael Knorr Work History

Michael has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Sterling Capital Management LLC

2022 - Present (2 years)

Sterling Capital Distributors, LLC

2021 - 2022 (1 year)

Nfm Lending

2019 - 2019 (< 1 year)

Northwestern Mutual Life Insurance Company

2019 - 2021 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2021 (2 years)

Bank Of America, N.A

2019 - 2019 (< 1 year)

Unemployed (Not On Unemployment)

2017 - 2018 (1 year)

St. John Fisher College

2017 - 2019 (2 years)

Allstate Insurance

2016 - 2017 (1 year)

Lpl Financial (Dba: X-Bac,LLC)

2016 - 2016 (< 1 year)

Wright Beverage Distributing

2014 - 2016 (2 years)

Monroe Community College

2014 - 2016 (2 years)

Fitness Warehouse

2014 - 2014 (< 1 year)

Lowes

2011 - 2014 (3 years)

Mcdonalds

2002 - 2013 (11 years)

Hilton Central Schools

*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 Michael Knorr 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
John Winthrop
Downers Grove, IL
Whitney Stewart
Charlotte, NC
James Atkins
Charlotte, NC
Stephen Freilich
West Palm Beach, FL
Stacey Smith Bryant
Charlotte, NC
Richard Petruzzo
Jupiter, FL
Weldon Byrd
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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