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GD

Garrett S. Davis

STERLING CAPITAL MANAGEMENT
Jupiter, FL 33411
Some features on this profile are disabled
CRD#: 5545166
GD

Professional summary

Garrett Stephen Davis, who also goes by Garrett Davis, is a registered financial advisor currently at STERLING CAPITAL MANAGEMENT LLC located in Jupiter, Florida.

Garrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Garrett has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Garrett Davis

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garrett Stephen Davis'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 11, 2020 - Present

STERLING CAPITAL MANAGEMENT LLC

Office #1: 150 Us Hgwy 1, Jupiter, FL 33411
RIA
CRD#: 135405
Jupiter, FL
Past

September 3, 2020 - December 31, 2024

STERLING CAPITAL DISTRIBUTORS, LLC

BD
CRD#: 103934
Jupiter, FL
Past

November 19, 2018 - August 5, 2020

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
JUPITER, FL
Past

February 17, 2010 - September 14, 2018

SECUREVEST FINANCIAL GROUP

BD
CRD#: 10100
BOCA RATON, 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".
SC
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
(8/11/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/15/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/29/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/14/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/16/2010
General Securities Representative Examination

Current Firm

SC
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts3,535
AUM (Assets Under Management)$ 66,159,908,769

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
02/24/2026
Cover Page
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.

Company Information

STERLING CAPITAL MANAGEMENT LLC

CRD#: 135405Jupiter, FL 33411

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