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Financial ADVSR advisor directory · SEC adviser records

Captrust financial advisors in Roseville, CA

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

5 registered advisors work at Captrust in Roseville, out of 915 at the firm nationwide; it ranks number 29 in the city by advisors. 4 list the CFP designation and 5 are also registered broker representatives.

Captrust advisors in Roseville, 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 Roseville

All Roseville advisors →

Wells Fargo Clearing Services, LLC 63Merrill Lynch, Pierce, Fenner & Smith Incorporated 49Morgan Stanley 33Robert W. Baird & Co. Incorporated 33Ameriprise Financial Services, LLC 29LPL Financial LLC 28Strategic Advisers LLC 26Osaic Wealth, Inc. 20Principal Securities, Inc. 19D.A. Davidson & Co. 16Cetera Investment Advisers LLC 15Eagle Strategies LLC 15

Questions

How many financial advisors does Captrust have in Roseville?

5 investment adviser representatives are registered at Captrust offices in Roseville, California, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 4 list the CFP designation and 5 are also registered as broker representatives.

Is Captrust one of the largest advisor employers in Roseville?

Captrust ranks number 29 in Roseville by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 63.

How do I check a Captrust advisor in Roseville?

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.