Unclaimed Profile

Eduardo Brea

STERLING CAPITAL MANAGEMENT LLC·CHARLOTTE, North Carolina

Clean recordSTERLING 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Eduardo Brea is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with STERLING CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

STERLING CAPITAL MANAGEMENT LLC

AUM

$66.7B

Regulatory assets under management

Employees

181

Total firm employees

View all advisors at STERLING CAPITAL MANAGEMENT LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 1940304

Firm CRD# 135405

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Eduardo Brea offer?

Eduardo Brea specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

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, working with STERLING CAPITAL MANAGEMENT LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

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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