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Sterling Capital Management Inc CRD 106822
$297M regulatory AUM 338 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
17160 W. North Ave Suite 200, Brookfield, WI 53005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-05-07 |
Branch Locations
17160 W. North Ave Suite 200, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterling Capital Management, Inc. | Brookfield | WI | 07/2023 | Present |
| Medical College Of Wisconsin | Wauwatosa | WI | 05/2023 | 07/2023 |
| Uw Credit Union | Milwaukee | WI | 01/2023 | 04/2023 |
| Justicepoint, Inc. | Milwaukee | WI | 01/2013 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-15 |
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