Rebecca
Patel
Sterling Capital Management LLC
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About this Advisor
Rebecca Patel is a financial advisor operating out of Raleigh, North Carolina who has 11 years of industry experience. Patel is an advisor for Sterling Capital Management LLC. Throughout their career, Patel has worked at Sterling Capital Management LLC and Sterling Capital Distributors. Patel maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to operate in North Carolina. Sterling Capital Management LLC is a financial advisory company that has its headquarters in Charlotte, NC. The investment advisory business has offices in five locations and a total of 180 employees. It has $63 billion in total assets among its 3,390 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 104 charities and foundations. Of its 3,390 accounts, 33% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Sterling Capital Management LLC has 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. Fees charged by financial advisors typically are based on which service is offered. Fees charged by Sterling Capital Management LLC can be comprised of any blend 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
Rebecca Patel Work History
Rebecca has been registered as a financial advisor for 11 years.*
Sterling Capital Distributors
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 Rebecca Patel 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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