Adviser and broker representative · Captrust
Alexander W. Barrett
CRD 5798897 · Winston-Salem, NC
At a glance
Alexander W. Barrett is an investment adviser representative with Captrust in Winston-Salem, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Alexander’s SEC record dates to 2014, about 12 years ago. Alexander is also registered as a broker representative.
Current advisory firm
- CaptrustSince October 2026Winston-Salem, NC · $1.24T in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Alexander’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.