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Andrew Thomas Dizio

Sterling Capital Management LLC

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About Andrew Thomas Dizio

Andrew Dizio is a registered Investment Advisor Representative with Sterling Capital Management LLC. Andrew has been in the industry since 2003 and is licensed in Pennsylvania. Andrew is a Chartered Financial Analyst and has prior experience with Janney Montgomery Scott LLC and Vanguard Marketing Corporation.

Firm Information

Andrew Dizio is currently registered with Sterling Capital Management LLC. Sterling Capital Management LLC is an investment advisor based in Charlotte, NC. The firm manages over $66 billion in assets for a variety of clients including individuals, corporations, pension plans, and institutional investors. Sterling Capital provides portfolio management services, including wrap fee programs, and specializes in equity and fixed income investments.
Sterling Capital Management LLC

4350 CONGRESS STREET

CHARLOTTE, NC 28209

$66.75B

Assets Under Management

22

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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wrap & model programs

Wrap & model programs

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Andrew Dizio’s Registration & Firm History

PA

08/12/2015 - Present

Sterling Capital Management LLC (KING OF PRUSSIA PA)

PA

09/06/2007 - 03/29/2012

JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)

PA

07/09/2003 - 08/28/2007

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 07/16/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/28/2008

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 12/17/2007

Series 7 - General Securities Representative Examination

BC

Issued 07/08/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Thomas Dizio.
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