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Whitney Lawrence Stewart

Sterling Capital Management LLC

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About Whitney Lawrence Stewart

Whitney Lawrence Stewart is a Registered Representative and Investment Advisor Representative at Sterling Capital Management LLC. Whitney has been in the securities industry for over 15 years and has been registered in North Carolina since 2018. Whitney has passed several industry exams including the Series 7, Series 66 and the SIE Exam. Whitney has a background with several notable financial companies including IDS Life Insurance Company, Ameriprise Financial Services, Inc. and AMG Distributors, Inc. Whitney is also registered as an Investment Advisor Representative in Pennsylvania.

Firm Information

Whitney Stewart 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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Whitney Stewart’s Registration & Firm History

NC

10/05/2018 - Present

Sterling Capital Management LLC (Charlotte NC)

CT

06/13/2018 - 08/23/2018

AMG DISTRIBUTORS, INC. (STAMFORD CT)

NC

07/25/2005 - 08/28/2007

AMERIPRISE FINANCIAL SERVICES, INC. (CHARLOTTE NC)

MN

07/25/2005 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 07/16/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Whitney Lawrence Stewart.
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