Whitney Stewart
Whitney Stewart is a registered investment advisor at Sterling Capital Management LLC, based in Charlotte, NC, with 15 years of industry experience. Whitney 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
4350 Congress Street, Suite 1000, Charlotte, NC, 28209
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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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Whitney is a Client Portfolio Manager/Executive Director at Sterling Capital Management LLC, managing equity portfolios and communicating with clients and prospects. This activity takes up nearly all of Whitney's time, with 130 hours per month dedicated to trading.
Employment History
Current Registrations
Sterling Capital Management LLC
Sterling Capital Distributors, LLC
Sterling Capital Distributors, LLCBroker
Previous Registrations
Amg Distributors, INC.Broker
Fisher Investments
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.