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Anthony Delucia

Sterling Capital Management LLC
29 Years of Experience
Raleigh, NC
Broker
View SEC Summary
View SEC Summary

Anthony Delucia is a registered investment advisor at Sterling Capital Management LLC, based in Raleigh, NC, with 29 years of industry experience. Anthony 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.

Sterling Capital Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
3,508 clients
Average Client Portfolio
$19.7M average
Assets Under Management
$69.2B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $15.0M0.75%
$15.0M - $25.0M0.65%
$25M+0.50%

Rates shown reflect family office and foundation equity schedule. Different strategies and client types have separate fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

434 Fayetteville Street, Ste 500, Raleigh, NC, 27601

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Anthony is the Head of OCIO Solutions/Managing Director at Sterling Capital Management, LLC, dedicating full-time hours to this role. He also owns and operates a weekly beach rental property, spending about 10-20% of his time on maintenance, advertising, booking, and general property management.

Employment History
Current Registrations
Sterling Capital Management LLC
January 2012 - Present · 14 yrs 9 mos
Sterling Capital Distributors, LLCBroker
July 2007 - Present · 19 yrs 3 mos
Previous Registrations
Bfd Distributor, INC.Broker
March 2006 - April 2007 · 1 yr 1 mo
Bb&t Asset Management, INC.
February 2005 - October 2010 · 5 yrs 8 mos
Bisys Fund Services Limited PartnershipBroker
April 1998 - March 2006 · 7 yrs 11 mos
Mcdonald & Company Securities, INC.Broker
October 1996 - January 1998 · 1 yr 3 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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