Gerald M. Van Horn
Professional summary
Gerald Michael Van Horn, who also goes by Jerry Van Horn, is a registered financial advisor currently at STERLING CAPITAL MANAGEMENT LLC located in King Of Prussia, Pennsylvania.
Gerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Gerald has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gerald Michael Van Horn's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 24, 2015 - Present
STERLING CAPITAL MANAGEMENT LLC
Office #1: 150 South Warner Road Suite 201, King Of Prussia, PA 19406-2826March 15, 2001 - August 3, 2015
STRATTON MANAGEMENT COMPANY
Primary Firm SEC Registration
STERLING CAPITAL MANAGEMENT LLC
CRD#: 135405 / SEC#: 801-64257
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/24/2015)
Current Firm
STERLING CAPITAL MANAGEMENT LLC
CRD#: 135405 / SEC#: 801-64257
Contact information
SEC notice filing (52 States and Territories)
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 | ||
| 03/28/2024 | ||
| 04/28/2023 |
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.
