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Garrett Stephen Davis

Sterling Capital Management LLC

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About Garrett Stephen Davis

Garrett Stephen Davis is an investment advisor representative registered with Sterling Capital Management LLC and has been in the financial industry since 2010. Garrett Davis has passed the Series 63, Series 7, Series 65 and SIE exams. Garrett Stephen Davis currently works in the Jupiter, FL branch of Sterling Capital Management LLC. The firm provides advisory services for individuals, businesses, corporations, investment companies, pooled investment vehicles, and others. Previously, Garrett Stephen Davis worked at SECUREVEST FINANCIAL GROUP in Boca Raton, FL and SunTrust Advisory Services, Inc. in Atlanta, GA.

Firm Information

Garrett Davis 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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Garrett Davis’s Registration & Firm History

FL

08/11/2020 - Present

Sterling Capital Management LLC (Jupiter FL)

FL

02/17/2010 - 09/14/2018

SECUREVEST FINANCIAL GROUP (BOCA RATON FL)

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Licenses & Designations

IA

Issued 11/15/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/29/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/14/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Garrett Stephen Davis.
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