Linda M. Bumgarner

STERLING CAPITAL MANAGEMENT LLC

Raleigh, NC 27601

Some features on this profile are disabled

CRD#: 6775986

Professional summary

Linda Michelle Bumgarner, who also goes by Linda Michelle Wall, is a registered financial advisor currently at STERLING CAPITAL MANAGEMENT LLC located in Raleigh, North Carolina.

Linda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Linda has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Linda Michelle Wall

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 Linda Michelle Bumgarner'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

July 22, 2022 - Present

STERLING CAPITAL MANAGEMENT LLC

Office #1: 454 Fayetteville Street Suite 500, Raleigh, NC 27601

RIA

CRD#: 135405

Raleigh, NC

Past

May 25, 2021 - June 29, 2022

ASCENSUS INVESTMENT ADVISORS, LLC

RIA

CRD#: 120632

Holly Springs, NC

Past

March 29, 2017 - December 31, 2020

BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.

RIA

CRD#: 106156

Raleigh, NC

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

North Carolina
(7/22/2022)

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

State Security Law Exam

IAR

Series 65

Date: 3/16/2017

Uniform Investment Adviser Law Examination

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Daniel Conklin

HUNTER STREET INVESTMENT ADVISORS LLC

IAR

Apex, NC

Daniel Braddock

ALMEGA WEALTH MANAGEMENT

IAR

Raliegh, NC

Laird Hepburn

BSG ADVISERS

IAR

Apex, NC

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Linda M. Bumgarner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Linda Michelle Bumgarner's CRS (Customer Relationship Summary).

Certified licenses

Experience

STERLING CAPITAL MANAGEMENT LLC

ASCENSUS INVESTMENT ADVISORS, LLC

BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.

Primary Firm SEC Registration

STERLING CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/16/2017

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

Similar Advisors