Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Greenwood Village, CO
Every SEC-registered investment adviser representative at a Captrust office in Greenwood Village, A to Z.
The short answer
7 registered advisors work at Captrust in Greenwood Village, out of 874 at the firm nationwide; it ranks number 21 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Captrust advisors in Greenwood Village, A to Z
Every Captrust advisor →- Katie EldredInvestment adviser rep
- Sarah C. FalgiatanoInvestment adviser rep
- Andrew C. FiegelChartered Financial Analyst
- Aaron N. FryInvestment adviser rep
- Paul B. SchrederChartered Financial Analyst
- Andrew J. SramekChartered Financial Analyst
- Kevin G. YoshidaChartered Financial Analyst
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 120Boston, MA 52Brentwood, TN 31Charlotte, NC 30Tampa, FL 30San Antonio, TX 26Phoenix, AZ 25Chesterton, IN 20Dallas, TX 18Rochester, NY 18Allentown, PA 17Greenville, SC 17Sacramento, CA 17Costa Mesa, CA 16Indianapolis, IN 16
Other firms in Greenwood Village
All Greenwood Village advisors →Empower Advisory Group, LLC 885Strategic Advisers LLC 378Wells Fargo Clearing Services, LLC 88Morgan Stanley 71LPL Financial LLC 63Merrill Lynch, Pierce, Fenner & Smith Incorporated 46RBC Capital Markets, LLC 34Cetera Investment Advisers LLC 21Equitable Advisors, LLC 21Thrivent Investment Management Inc. 17Ameriprise Financial Services, LLC 16Heirloom Wealth Management LLC 16
Questions
How many financial advisors does Captrust have in Greenwood Village?
7 investment adviser representatives are registered at Captrust offices in Greenwood Village, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 874 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Greenwood Village?
Captrust ranks number 21 in Greenwood Village by registered advisors; Empower Advisory Group, LLC has the most, with 885.
How do I check a Captrust advisor in Greenwood Village?
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.