Rebecca Velena Patel
Investment adviser representative at Sterling Capital Management LLC
24 yearsExperience
1 stateRegistered in
$69.2BFirm assets
21 yearsFirm in business
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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
24 years in the industry.
- Sterling Capital DistributorsAug 2007 to now
- Sterling Capital Management LLCJul 2002 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 4147457
- Firm CRD
- 135405