TrueAdvisor
TrueAdvisor
AR
AR

Andrew Richman

Sterling Capital Management LLC
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Sterling Capital Management LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
3,535 clients
Average Client Portfolio
$18.7M average
Assets Under Management
$66.2B

Fee Structure

Financial Planning:Investment management only

Location

Palm Beach Gardens, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Sterling Capital Management LLC
September 2020 - Present · 5 yrs 5 mos
Previous Registrations
Suntrust Advisory Services, INC.
January 2017 - August 2020 · 3 yrs 7 mos
Genspring Family Offices, LLC
December 2016 - December 2017 · 1 yr
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.