Shawn
Gallagher
Sterling Capital Management LLC
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About this Advisor
Shawn Gallagher is a chartered financial analyst working out of King Of Prussia, Pennsylvania, who has 8 years of industry experience. Gallagher works at Sterling Capital Management LLC. Over the course of their career, Gallagher has held roles at Stratton Management Company and Sterling Capital Management LLC. Gallagher can operate in Pennsylvania. Sterling Capital Management LLC is a financial advisory business operating out of Charlotte, NC. It has offices in five locations and a total of 180 advisors. It manages $63 billion in assets between its 3,390 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 104 charities and foundations. Of its 3,390 customer accounts, 33% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm performs 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 for financial management typically depend on which services are offered. Fee types billed by Sterling Capital Management LLC likely include 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
Shawn Gallagher Work History
Shawn has been registered as a financial advisor for 8 years.*
Sterling Capital Management LLC
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.
Disclosures
Please visit the SEC profile of Shawn Gallagher 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
West Palm Beach, FL
Charlotte, NC
Charlotte, NC
Downers Grove, IL
Charlotte, NC
Jupiter, FL
Charlotte, NC
Raleigh, 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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