Katherine Sung
Investment adviser representative at Per Stirling Capital Management, LLC
10 yearsExperience
1 stateRegistered in
$1.6BFirm assets
16 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- B.B. Graham & Co. IncJun 2023 to now
- Per Stirling Capital Management, LLCJun 2023 to now
- UnemployedJan 2022 to Jun 2023
- Generation FocusJul 2021 to Jan 2022
- Wells Fargo Clearing Services, LLCSep 2019 to Jul 2021
- Morgan Stanley Smith Barney, LLCMar 2018 to Sep 2019
- Princeton ReviewDec 2017 to Mar 2018
- UnemployedApr 2017 to Dec 2017
- Fidelity Brokerage Services, LLCMar 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Per Stirling Capital Management, LLC
$1.6BAssets managed
1,101Clients
31Advisers
16 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
- 6631734
- Firm CRD
- 151671