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Mary Weeks Fountain

Sterling Capital Management LLC

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About Mary Weeks Fountain

Mary Fountain is a Registered Investment Advisor Representative associated with Sterling Capital Management LLC in Charlotte, NC. Mary has 18 years of experience in the financial services industry. Mary is registered with the states of Florida and North Carolina. Mary has passed the Series 6 and Series 63 exams. Mary has a specialization in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Mary Fountain 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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Mary Fountain’s Registration & Firm History

NC

06/24/2005 - Present

Sterling Capital Management LLC (CHARLOTTE NC)

NC

02/27/2008 - 11/29/2010

BB&T AM DISTRIBUTORS, INC. (CHARLOTTE NC)

ME

04/16/2002 - 12/31/2006

FORESIDE FUND SERVICES, LLC (PORTLAND ME)

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Licenses & Designations

BC

Issued 04/01/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/15/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mary Weeks Fountain.
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