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John Drexel Barrett

Sterling Capital Management LLC

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About John Drexel Barrett

John Drexel Barrett is an investment advisor representative with Sterling Capital Management LLC located in Charlotte, NC. John has over 5 years of experience in the financial industry and holds the Series 63, Series 65, and Series 7 licenses. John has experience working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities. John's previous employer was Vanguard Marketing Corporation, where John was registered as a Broker-Dealer.

Firm Information

John Barrett 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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John Barrett’s Registration & Firm History

NC

08/24/2022 - Present

Sterling Capital Management LLC (Charlotte NC)

NC

08/07/2017 - 10/11/2018

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 07/23/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/28/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Drexel Barrett.
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