Founded in 1901, Sterne Agee has been providing investors with high-quality investment opportunities for over a century. During the early years, the founders of the firm prominently established themselves in the financial services industry in the southeastern United States. Today, the firm has expanded to serve all regions of the country. Sterne Agee now holds over $9.4 billion in client assets, serves over 80,000 clients, and employs over 480 professionals.
Subsidiaries of Sterne, Agee & Leach Group include:
- Sterne, Agee and Leach, Inc., a registered broker-dealer, serving the investment needs of
- Sterne Agee Capital Markets., a registered broker-dealer, providing securities clearing services to introducing firms on a fully disclosed or omnibus basis. SAL also offers a network of independent contractors located in branch offices as well as various financial institutions across the U.S.
- Sterne Agee Asset Management, a registered investment advisor, providing professional fee-based discretionary asset management services to taxable and tax-exempt clients.
- The Trust Company of Sterne, Agee & Leach, Inc., established to meet the demands of individuals and institutions for higher levels of personal service and a broad selection of high-quality investments within a fiduciary environment.
