Elliott Gengembre
Investment adviser representative at Sterling Capital Management Inc
13 yearsExperience
1 stateRegistered in
$296.9MFirm assets
29 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Sterling Capital Management, Inc.Jul 2023 to now
- Medical College of WisconsinMay 2023 to Jul 2023
- Uw Credit UnionJan 2023 to Apr 2023
- Justicepoint, Inc.Jan 2013 to Jan 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
Sterling Capital Management Inc
$296.9MAssets managed
388Clients
2Advisers
29 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
- 7793034
- Firm CRD
- 106822