Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sofia? Claim Your ProfileSofia Dieppa is a registered investment advisor representative at Sterling Capital Management LLC. Sofia has been in the industry since 2024. Sofia has passed the Uniform Combined State Law Examination and is registered in North Carolina. Sofia works at the Charlotte, NC office of Sterling Capital Management LLC. Sofia has experience in various industries including education, food service, and technology.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Wrap & model programs
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NC
02/03/2025 - Present
Sterling Capital Management LLC (Charlotte NC)
Active
Inactive
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