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Mark Michel Montgomery

STERLING CAPITAL MANAGEMENT LLC·CHARLOTTE, North Carolina
Unclaimed Profile
4350 CONGRESS STREET, CHARLOTTE, NC 28209CRD# 2092398Firm CRD# 135405
01

About

Mark Michel Montgomery 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.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
STERLING CAPITAL MANAGEMENT LLC
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2092398
Firm CRD# 135405
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Michel Montgomery offer?
Mark Michel Montgomery specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Mark Michel Montgomery's credentials?
Mark Michel Montgomery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Michel Montgomery located?
Mark Michel Montgomery 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 Mark Michel Montgomery charge for services?
Mark Michel Montgomery'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
Richard Todd Lacoff
CHARLOTTE, NC
Robert Lee Youngblood
CHARLOTTE, NC
Andrew Wimberly Tate
CHARLOTTE, NC

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Nearby cities in North Carolina
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City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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