Whitney
Stewart

Sterling Capital Management LLC

CRD#4897483
Investment Advisor
in Charlotte, NC

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About this Advisor

Whitney Stewart is a financial advisor working out of Charlotte, North Carolina with 5 years of industry experience. Stewart is an employee of Sterling Capital Management LLC. Throughout their career, they have worked at Sterling Capital Distributors, LLC, Amg Funds and Sterling Capital Management LLC. Stewart has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in North Carolina and Pennsylvania. Sterling Capital Management LLC is an advisory firm headquartered in Charlotte, NC. The investment advisory business has offices in five locations and a total of 180 people on staff. It manages $63 billion in assets among its 3,390 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 104 charities and foundations. Of its 3,390 customer accounts, 33% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Sterling Capital Management LLC provides a wide range 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 management fees are based on which services the firm provides the client. However, fees charged by Sterling Capital Management LLC most likely include some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

Whitney Stewart Work History

Whitney has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Sterling Capital Distributors, LLC

2018 - Present (6 years)

Sterling Capital Management LLC

2013 - 2018 (5 years)

Amg Funds

*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 Whitney Stewart 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
James Atkins
Charlotte, NC
Whitney Stewart
Charlotte, NC
Stephen Freilich
West Palm Beach, FL
Weldon Byrd
Raleigh, NC
Stacey Smith Bryant
Charlotte, NC
Richard Myers
Charlotte, 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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