William Hunter Iobst
Investment adviser representative at Sterling Capital Management LLC
11 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
11 years in the industry.
- Sterling Capital Distributors, LLCJan 2024 to now
- Sterling Capital Management LLCJan 2024 to now
- Truist Investment Services, Inc.Jul 2022 to Jan 2024
- Truist Investment Services, Inc.May 2021 to Aug 2021
- University of FloridaJun 2019 to Jul 2022
- The StockpotMay 2017 to Dec 2020
- Ocean Lakes High SchoolJun 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
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
- 7397564
- Firm CRD
- 135405