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Financial ADVSR advisor directory · SEC adviser records

Captrust financial advisors in Montgomery, AL

Every SEC-registered investment adviser representative at a Captrust office in Montgomery, A to Z.

5 registered advisors work at Captrust in Montgomery, out of 915 at the firm nationwide; it ranks number 11 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Captrust advisors in Montgomery, A to Z

Every Captrust advisor →

Captrust advisors in every city and state →Captrust: assets, clients and custodians →CAPTRUST news and advisor moves →Captrust payout grid vs. other firms →Advisor Moves: who changed firms this week →

Captrust advisors in other cities

Raleigh, NC 125Boston, MA 52Brentwood, TN 33Charlotte, NC 31Tampa, FL 31San Antonio, TX 29Phoenix, AZ 25Chesterton, IN 20Dallas, TX 20Rochester, NY 18Allentown, PA 17Greenville, SC 17Sacramento, CA 17Costa Mesa, CA 16Leawood, KS 16

Other firms in Montgomery

All Montgomery advisors →

Stifel, Nicolaus & Company, Incorporated 26Morgan Stanley 22Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Raymond James & Associates, Inc. 11Raymond James Financial Services Advisors, Inc. 8Waverly Advisors, LLC 8Jackson Thornton Wealth Management, LLC 7UBS Financial Services Inc. 7State Farm Investment Management Corp. 6Wells Fargo Advisors Financial Network, LLC 6Marble Wealth, LLC 5Pfs Investments Inc. 5

Questions

How many financial advisors does Captrust have in Montgomery?

5 investment adviser representatives are registered at Captrust offices in Montgomery, Alabama, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Captrust one of the largest advisor employers in Montgomery?

Captrust ranks number 11 in Montgomery by registered advisors; Stifel, Nicolaus & Company, Incorporated has the most, with 26.

How do I check a Captrust advisor in Montgomery?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Captrust office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.