This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

STERLING CAPITAL MANAGEMENT LLC

Current firm class

other adviserderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 4, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63|S65

First exam

Feb 4, 2005

First registration

Jan 14, 2008

Dual registered

no

Other names

ORTON CHEN

IAPD individual key

3049077

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0f5c704c-0f7f-c6cb-3df7-d0b04276ff82

First observed

Jan 14, 2008

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.