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Lydia Sarah Marcinko

Investment adviser representative at Sterling Capital Management LLC
12 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

12 years in the industry.

  1. Sterling Capital Distributors, LLCOct 2025 to now
  2. Sterling Capital Management LLCJul 2025 to now
  3. Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to Jul 2025
  4. Carolina Ale HouseFeb 2022 to Apr 2022
  5. FacilityoneJun 2020 to Feb 2022
  6. Slippery Rock UniversityFeb 2019 to May 2020
  7. Creekside Bar and GrilleJun 2018 to Jun 2020
  8. Little CaesarsApr 2014 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

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
7543770
Firm CRD
135405
Advisor's SEC record (opens in a new tab)
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