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Stacey Erin Smith bryant

Sterling Capital Management LLC

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About Stacey Erin Smith bryant

Stacey Erin Smith bryant is a registered representative and investment advisor representative with Sterling Capital Management LLC. Stacey has been in the industry for over 5 years, starting with Merrill Lynch, Pierce, Fenner & Smith Incorporated. In 2019, Stacey joined Sterling Capital Management LLC. Stacey has a combined experience of over 9 years in the financial industry, including time with Bank of America.

Firm Information

Stacey Smith bryant 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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Stacey Smith bryant’s Registration & Firm History

NC

10/22/2019 - Present

Sterling Capital Management LLC (Charlotte NC)

NC

04/18/2017 - 05/17/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 05/10/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/30/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Stacey Erin Smith bryant. Review regulatory record here.
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