Daniel Calabretta is a registered investment advisor at Sterling Capital Management LLC, based in Charlotte, NC, with 6 years of industry experience. Daniel 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.
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Daniel works as a CS Analyst/Associate Director at Sterling Capital Management, providing account management services, which takes up nearly full-time hours. He also works as an Account Executive for RepGymPass, spending a few hours per week reaching out to gyms to add them to the member network.
Employment History
Current Registrations
Sterling Capital Management LLC
Sterling Capital Distributors, LLC
Sterling Capital Distributors, LLCBroker
State Registrations52 states
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