Stephen H. Freilich

STERLING CAPITAL MANAGEMENT LLC

West Palm Beach, FL

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CRD#: 1832052

Professional summary

Stephen Henry Freilich, who also goes by Steve Freilich, is a registered financial advisor currently at STERLING CAPITAL MANAGEMENT LLC located in West Palm Beach, Florida.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Stephen has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steve Freilich

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Since 2003 have been a committee member of the Palm Beach County, FL - Investment Policy Committee. This is a voluntary unpaid appointment servicing local county government. I attend 3-4 quarterly meetings each year for approximately 2 hours each. The committee does not make investment decisions. We are an oversight committee to review investments of the county to make sure they are in compliance with the County's adopted Investment policy.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Henry Freilich's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 26, 2020 - Present

STERLING CAPITAL MANAGEMENT LLC

RIA

CRD#: 135405

West Palm Beach, FL

Past

December 1, 2016 - August 7, 2020

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

JUPITER, FL

Past

July 23, 2015 - December 31, 2017

GFO ADVISORY SERVICES, LLC

RIA

CRD#: 109278

JUPITER, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STERLING CAPITAL MANAGEMENT LLC

DE GARMO & KELLEHER INVESTMENT COUNSEL | STERLING CAPITAL MANAGEMENT LLC | STERLING CAPITAL MANAGEMENT

CRD#: 135405 / SEC#: 801-64257

RIA

Registered Investment Advisory firm - (6/2/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(8/26/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

STERLING CAPITAL MANAGEMENT LLC

DE GARMO & KELLEHER INVESTMENT COUNSEL | STERLING CAPITAL MANAGEMENT LLC | STERLING CAPITAL MANAGEMENT

CRD#: 135405 / SEC#: 801-64257

RIA

Registered Investment Advisory firm - (6/2/2005 Approved)

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Contact information

Main Address

4350 Congress Street Suite 1000, Charlotte, NC 28209

Mailing Address

Phone number

(704) 927-4175

Established

Firm type

Fiscal year end

# of Employees

182

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STERLING CAPITAL MANAGEMENT ADV 2A_MARCH 26, 2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	3,535
AUM (Assets Under Management)	$ 66,159,908,769

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/10/2025	Cover Page	Report
03/28/2024	Cover Page	Report
04/28/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Stephen H. Freilich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Henry Freilich's CRS (Customer Relationship Summary).

Certified licenses

Experience

STERLING CAPITAL MANAGEMENT LLC

TRUIST ADVISORY SERVICES, INC.

GFO ADVISORY SERVICES, LLC

Primary Firm SEC Registration

STERLING CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Current Firm

STERLING CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STERLING CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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