TrueAdvisor
TrueAdvisor
JB
JB

John Drexel Barrett

Sterling Capital Management LLC
6 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Sterling Capital Management LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
3,535 clients
Average Client Portfolio
$18.7M average
Assets Under Management
$66.2B

Fee Structure

Financial Planning:Investment management only

Location

4350 Congress Street, Suite 1000, Charlotte, NC, 28209

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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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Employment History
Current Registrations
Sterling Capital Management LLC
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Resources Investment Advisors
January 2021 - November 2021 · 10 mos
Bb&t Institutional Investment Advisers, INC.
August 2019 - December 2020 · 1 yr 4 mos
Vanguard Marketing CorporationBroker
August 2017 - October 2018 · 1 yr 2 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.