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Michael James Kypreos

Sterling Capital Management LLC

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About Michael James Kypreos

Michael James Kypreos is an investment advisor representative with Sterling Capital Management LLC. Michael has been registered as an investment advisor representative since June 12, 2023. Michael holds the Series 63, Series 65, and Series 79 securities licenses. Michael has over 10 years of experience in the financial services industry. Michael provides investment advice to a wide range of clients, including individuals, corporations, and institutions. Michael is also a Chartered Financial Analyst. Michael is dedicated to providing clients with the highest level of service and expertise.

Firm Information

Michael Kypreos 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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Michael Kypreos’s Registration & Firm History

PA

06/12/2023 - Present

Sterling Capital Management LLC (King of Prussia PA)

PA

01/13/2014 - 03/17/2014

GRIFFIN FINANCIAL GROUP, LLC (READING PA)

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Licenses & Designations

BC

Issued 10/12/2013

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/21/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/13/2014

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael James Kypreos.
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