William H. Iobst
Professional summary
William Hunter Iobst, who also goes by Hunter Iobst, William Hunter Iobst, William Iobst, is a registered financial advisor currently at STERLING CAPITAL MANAGEMENT LLC located in Charlotte, North Carolina.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. William has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Hunter Iobst's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 29, 2024 - Present
STERLING CAPITAL MANAGEMENT LLC
Office #1: 4350 Congress Street Suite 300, Charlotte, NC 28209January 31, 2024 - October 30, 2025
STERLING CAPITAL DISTRIBUTORS, LLC
November 28, 2022 - January 2, 2024
TRUIST ADVISORY SERVICES, INC.
September 27, 2022 - January 2, 2024
TRUIST INVESTMENT SERVICES, 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
(1/29/2024)
Exams
Series 7TO
Date: 9/26/2022
General Securities Representative ExaminationCurrent 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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