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Anthony Delucia

29 Years of Experience
Broker

Anthony Delucia is a registered investment advisor at Sterling Capital Management LLC, based in Raleigh, NC, with 29 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,535 clients with $66B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
3,535 clients
Average Client Portfolio
$18.7M average
Assets Under Management
$66.2B

Fee Structure

Investment management only (planning not offered)

Sterling Capital Management's fees are based on an annual rate applied to the total value of your portfolio. Fixed fees may be set when the amount of work involved is not directly related to the portfolio value. Fees and minimum account sizes may vary or be negotiable depending on various factors. Fees are generally billed quarterly, in advance or arrears. Performance-based fees may be available where applicable by law.

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Location

434 Fayetteville Street, Ste 500, Raleigh, NC, 27601

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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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Other Business Activities

Anthony is the Head of OCIO Solutions/Managing Director at Sterling Capital Management, LLC, dedicating full-time hours to this role. He also owns and operates a weekly beach rental property, spending about 10-20% of his time on maintenance, advertising, booking, and general property management.

Employment History
Current Registrations
Sterling Capital Management LLC
January 2012 - Present · 14 yrs 3 mos
Sterling Capital Distributors, LLCBroker
July 2007 - Present · 18 yrs 9 mos
Previous Registrations
Bfd Distributor, INC.Broker
March 2006 - April 2007 · 1 yr 1 mo
Bb&t Asset Management, INC.
February 2005 - October 2010 · 5 yrs 8 mos
Bisys Fund Services Limited PartnershipBroker
April 1998 - March 2006 · 7 yrs 11 mos
Mcdonald & Company Securities, INC.Broker
October 1996 - January 1998 · 1 yr 3 mos
State Registrations51 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.