Margaret Oleary
Margaret Oleary is a registered investment advisor at Sterling Capital Management LLC, based in Charlotte, NC, with 32 years of industry experience. Margaret is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,508 clients with $69B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25M+ | 0.50% |
Rates shown reflect family office and foundation equity schedule. Different strategies and client types have separate fee schedules.
Fee Estimator
Location
4350 Congress Street, Suite 1000, Charlotte, NC, 28211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Margaret is a Regional Consultant/Director at Sterling Capital Management, dedicating full-time hours to financial sales. She also serves as a trustee for the O'Leary Family Trust, owns the Blazer Pub, owns a rental house, and volunteers for a dog rescue, each requiring minimal time.
Employment History
Current Registrations
Sterling Capital Management LLC
Sterling Capital Distributors, LLC
Sterling Capital Distributors, LLCBroker
Previous Registrations
Enspire InvestmentsBroker
Cedar Capital, LLC
Foreside Fund Services, LLCBroker
Good Harbor Financial
Northern Lights Distributors, LLCBroker
Transamerica Capital, INC.Broker
Ing Investment Management CO.
Ing Investments Distributor, LLCBroker
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Columbia Management Advisors, LLC
Columbia Management Advisors, INC.
Columbia Management Distributors, INC.Broker
Bacap Distributors, LLCBroker
Stephens INC.
Stephens INC.Broker
Fidelity Brokerage Services, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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