TrueAdvisor
TrueAdvisor
LM
LM

Lydia Sarah Marcinko

Sterling Capital Management LLC
1 Year of Experience
Broker
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

One Bryant Park, New York, NY, 10036

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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
November 2025 - Present · 3 mos
Sterling Capital Distributors, LLC
October 2025 - Present · 4 mos
Sterling Capital Distributors, LLCBroker
October 2025 - Present · 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2024 - July 2025 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2023 - July 2025 · 1 yr 7 mos
State Registrations1 state
NC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.