Stacey Bryant
Stacey Bryant is a registered investment advisor at Sterling Capital Management LLC, based in Charlotte, NC, with 8 years of industry experience. Stacey 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
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2019Other Business Activities
Stacey works as a Regional Consultant-West/Associate Director for Sterling Capital Management LLC since 2019. This internal wholesaler position takes nearly full-time hours.
Employment History
Current Registrations
Sterling Capital Management LLC
Sterling Capital Distributors, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations52 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.