Stacey
Smith Bryant

Sterling Capital Management LLC

CRD#6760055
Investment Advisor
in Charlotte, NC

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About this Advisor

Stacey Smith Bryant is a financial advisor based out of Charlotte, North Carolina with a total of 4 years of relevant experience. Smith Bryant is currently employed by Sterling Capital Management LLC. Throughout their career, Smith Bryant has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, 5 North Inc, Hatch Inc, Sterling Capital Management LLC and Sterling Capital Distributors, LLC. Smith Bryant maintains 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 business that has its headquarters in Charlotte, NC. The investment advisory business has offices in five locations and a total of 180 people on staff. It administers $63 billion in assets under management among its 3,390 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises 104 charitable organizations. Of its 3,390 customer accounts, 33% are associated with high-net-worth investors who have greater than $1 million in assets. The firm performs a diverse range 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. Fees for financial management largely are based on which services the firm provides the client. Fee types charged by Sterling Capital Management LLC likely are comprised of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 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 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

Stacey Smith Bryant Work History

Stacey has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Sterling Capital Management LLC

2019 - Present (5 years)

Sterling Capital Distributors, LLC

2014 - 2019 (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2019 (5 years)

Bank Of America, N.A

2013 - 2014 (1 year)

Hatch Inc

2012 - 2013 (1 year)

5 North Inc

*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 Stacey Smith Bryant 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

John Winthrop
Downers Grove, IL
Margaret Oleary
Charlotte, NC
Whitney Stewart
Charlotte, NC
Stephen Freilich
West Palm Beach, FL
James Atkins
Charlotte, NC
Andrew Dizio
King Of Prussia, PA
Weldon Byrd
Raleigh, NC
Richard Petruzzo
Jupiter, FL

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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