Sarah B. Palmquist
Professional summary
Sarah Bennett Palmquist, who also goes by Sarah Leann Bennett, Sarah Palmquist, is a registered financial advisor currently at STERLING CAPITAL MANAGEMENT LLC located in Knoxville, Tennessee.
Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Sarah has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sarah Bennett Palmquist's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 24, 2020 - Present
STERLING CAPITAL MANAGEMENT LLC
Office #1: 900 S. Gay Street Ste 2109, Knoxville, TN 37902March 15, 2011 - March 26, 2020
BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.
June 8, 2010 - November 9, 2010
BB&T ASSET MANAGEMENT, INC.
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
(4/24/2020)
(3/28/2023)
(2/27/2023)
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
