Ami Vastupal Shah
Investment adviser representative at Sterling Capital Management LLC
14 yearsExperience
2 statesRegistered in
$69.2BFirm assets
21 yearsFirm in business
Are you Ami Vastupal Shah? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Sterling Capital Distributors, LLCMay 2025 to now
- Sterling Capital Management LLCMar 2025 to now
- Advisors Asset Management, IncMar 2023 to Mar 2025
- Bank of America, N.A.Apr 2019 to Feb 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2019 to Feb 2023
- UnemployedDec 2018 to Mar 2019
- Jennison Associates LLCJan 2012 to Dec 2018
- Prufential Investment Management Services LLCJan 2012 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (NC, PA).
Sterling Capital Management LLC
$69.2BAssets managed
3,508Clients
33Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3172047
- Firm CRD
- 135405