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John Drexel Barrett

Investment adviser representative at Sterling Capital Management LLC
15 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

15 years in the industry.

  1. Sterling Capital Distributors, LLCJan 2026 to now
  2. Sterling Capital Management LLCOct 2021 to now
  3. One DigitalJan 2021 to Sep 2021
  4. TruistFeb 2019 to Dec 2020
  5. Bb&t Institutional Investment Advisers, Inc.Oct 2018 to Jan 2019
  6. The Vanguard Group, Inc.Jul 2017 to Sep 2018
  7. Apex Chamber of CommerceJan 2016 to May 2017
  8. Groucho's Deli of RaleighDec 2014 to May 2017
  9. North Carolina State UniversityJul 2013 to May 2017
  10. Mclaurin ParkingJun 2011 to Aug 2019
  11. Catering By DesignApr 2011 to Jun 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019
  • Series 63 · Uniform Securities Agent State Law2026

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
6823130
Firm CRD
135405
Advisor's SEC record (opens in a new tab)
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