Unclaimed Profile

Eduardo Brea

STERLING CAPITAL MANAGEMENT LLC·CHARLOTTE, North Carolina

Series 63, Series 65Clean record30 years registeredSTERLING CAPITAL MANAGEMENT LLC

4350 CONGRESS STREET, CHARLOTTE, NC 28209CRD# 1940304Firm CRD# 135405

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eduardo Brea · CHARLOTTE, NC

Registration

CRD #1940304 · STERLING CAPITAL MANAGEMENT LLC · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STERLING CAPITAL MANAGEMENT LLC

STERLING CAPITAL MANAGEMENT LLC

Jun 2005 – Dec 2016

CHARLOTTE, NC

STERLING CAPITAL MANAGEMENT LLC

Apr 1996 – Jun 2005

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · April 25, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 →

Introduction

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Frequently Asked Questions

What services does Eduardo Brea offer?

Eduardo Brea specializes in Investment Management, Retirement Planning, Wealth Management.

What are Eduardo Brea's credentials?

Eduardo Brea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eduardo Brea located?

Eduardo Brea is based in CHARLOTTE, North Carolina, last registered with STERLING CAPITAL MANAGEMENT LLC.

How does Eduardo Brea charge for services?

Eduardo Brea'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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