Timothy Sargent
Timothy Sargent is a registered investment advisor at Sterling Capital Management LLC, based in Raleigh, NC, with 28 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,535 clients with $66B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sterling Capital Management's fees are based on an annual rate applied to the total value of your portfolio. Fixed fees may be set when the amount of work involved is not directly related to the portfolio value. Fees and minimum account sizes may vary or be negotiable depending on various factors. Fees are generally billed quarterly, in advance or arrears. Performance-based fees may be available where applicable by law.
Location
434 Fayetteville Street, Suite 500, Raleigh, NC, 27601
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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.
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Timothy works with Sterling Capital Management, LLC as a registered investment advisor, focusing on client development and services. He spends nearly full-time meeting with financial advisors and educating them on Sterling Capital's investment offerings.
Employment History
Current Registrations
Sterling Capital Management LLC
Sterling Capital Distributors, LLCBroker
Sterling Capital Distributors, LLC
Previous Registrations
Bb&t Asset Management, INC.
Bisys Fund Services Limited PartnershipBroker
Nationwide Investment Services Corporation
Nationwide Investment Services CorporationBroker
Bisys Fund Services Limited PartnershipBroker
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations51 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.