Sterling Capital Management LLC

Investment Advisor
in King Of Prussia, PA

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About this Advisor

Andrew Dizio is a chartered financial analyst who works in King Of Prussia, Pennsylvania with a total of 8 years of industry experience. Dizio is currently employed by Sterling Capital Management LLC. Their career trajectory has included roles at Sterling Capital Management LLC and Stratton Management Company. Dizio maintains a Series 63 license, designating them as a securities broker, and is able to advise clients in Pennsylvania. Sterling Capital Management LLC is an advisory business that has its headquarters in Charlotte, NC. It has offices in five locations and a total of 180 advisors. It administers $63 billion in total assets among its 3,390 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 104 charitable organizations. Of its 3,390 client accounts, 33% are held by high-net-worth clients who have more than $1 million in investable assets. Sterling Capital Management LLC provides a number 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 charged by financial advisors usually vary depending on which services the firm provides the client. Fee types billed by Sterling Capital Management LLC most likely are comprised of some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

8 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

150 South Warner Road Suite 201
King Of Prussia, PA 19406-2826

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Sterling Capital Management LLC Brokerage Details

Total Assets Under Management


PA Average: $3,625,019,099
Total Number of Employees


PA Average: 22
Total Number of Accounts


PA Average: 1,917
Average Account Size


PA 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

Andrew Dizio Work History

Andrew has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Sterling Capital Management LLC

2012 - 2015 (3 years)

Stratton Management Company

*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 Andrew Dizio 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

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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