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Richard Christopher Petruzzo

Sterling Capital Management LLC

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About Richard Christopher Petruzzo

Richard Christopher Petruzzo is a financial advisor with Sterling Capital Management LLC. Richard has been working in the financial services industry since 2013. Prior to joining Sterling Capital Management, Richard worked at Janney Montgomery Scott LLC, where he provided financial advice and portfolio management services to individual clients. Richard holds the Series 52 and Series 63 licenses and is a Chartered Financial Analyst. Richard is a specialist in investments for individuals, corporations, trusts, and other institutions. He is experienced in a wide range of investments, including equities, fixed income, mutual funds, exchange-traded funds, and alternative investments. Richard is committed to providing clients with personalized financial advice and portfolio management services.

Firm Information

Richard Petruzzo 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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Richard Petruzzo’s Registration & Firm History

FL

08/17/2020 - Present

Sterling Capital Management LLC (West Palm Beach FL)

PA

01/18/2013 - 12/10/2013

JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)

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Licenses & Designations

BC

Issued 03/01/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/17/2013

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Christopher Petruzzo.
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