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Casey Kellen Mcintyre

STERLING CAPITAL MANAGEMENT LLC·CHARLOTTE, North Carolina
Clean recordSTERLING CAPITAL MANAGEMENT LLC
4350 CONGRESS STREET, CHARLOTTE, NC 28209CRD# 7081151Firm CRD# 135405

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Casey Kellen Mcintyre · CHARLOTTE, NC
Registration
CRD #7081151 · STERLING CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
01

Career History

ALPHASTAR CAPITAL MANAGEMENT
Feb 2026 – present
02

Registrations & Exams

Registration record
First registered · February 25, 2026
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STERLING CAPITAL MANAGEMENT LLC
CRD 135405 · SEC 801-64257
AUM
$66.7B
Regulatory assets under management
Employees
181
3,215 client accounts
Services offered by STERLING CAPITAL MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at STERLING CAPITAL MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Casey Kellen Mcintyre offer?
Casey Kellen Mcintyre specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Casey Kellen Mcintyre's credentials?
Casey Kellen Mcintyre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Casey Kellen Mcintyre located?
Casey Kellen Mcintyre is based in CHARLOTTE, North Carolina, working with STERLING CAPITAL MANAGEMENT LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Casey Kellen Mcintyre charge for services?
Casey Kellen Mcintyre's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STERLING CAPITAL MANAGEMENT LLC?
STERLING CAPITAL MANAGEMENT LLC has approximately 181 employees and manages $66.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STERLING CAPITAL MANAGEMENT LLC

Alexander Worth Mcalister
CHARLOTTE, NC
Charles Arnold Durham
CHARLOTTE, NC
Eduardo Brea
CHARLOTTE, NC
Farley Carr Shiner
CHARLOTTE, NC
CFA
John Bernard Jung
CHARLOTTE, NC
John W Mcauley
CHARLOTTE, NC

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)HUNTERSVILLE (13)
City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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