Sterling Capital Management LLC
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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
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Sterling Capital Management LLC Brokerage Details
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
Whitney Stewart Work History
Whitney has been registered as a financial advisor for 5 years.*
Sterling Capital Distributors, LLC
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.
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
Downers Grove, IL
West Palm Beach, FL
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