R.
Peterson
Sterling Capital Management LLC
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About this Advisor
R. Peterson is a financial advisor working out of Raleigh, North Carolina, with a total of 1 year of relevant experience. Peterson works at Sterling Capital Management LLC. They have been with Sterling Capital Management Llc for their entire career. Peterson maintains Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina. Sterling Capital Management LLC is a firm that has its headquarters in Charlotte, NC. The firm has offices in five locations and a total of 180 advisors. It oversees $63 billion in total assets among its 3,390 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 104 charities and foundations. Of its 3,390 accounts, 33% are held by high-net-worth individuals who have more than $1 million in investable assets. Sterling Capital Management LLC 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 usually are based on which service is provided. However, fees charged by Sterling Capital Management LLC can consist 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
R. Peterson Work History
R. has been registered as a financial advisor for 1 years.*
Sterling Capital Management 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 R. Peterson 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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