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Financial ADVSR advisor directory · SEC adviser records

Captrust financial advisors in Greenwich, CT

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

3 registered advisors work at Captrust in Greenwich, out of 915 at the firm nationwide; it ranks number 20 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.

Captrust advisors in Greenwich, 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 Greenwich

All Greenwich advisors →

J.P. Morgan Securities LLC 140Morgan Stanley 93Merrill Lynch, Pierce, Fenner & Smith Incorporated 77Citigroup Global Markets Inc. 56UBS Financial Services Inc. 37Raymond James & Associates, Inc. 26Wells Fargo Clearing Services, LLC 20Northcoast Asset Management LLC 14Ameriprise Financial Services, LLC 11Strategic Advisers LLC 11Greenwich Wealth Management, LLC 9Searle & Co. 6

Questions

How many financial advisors does Captrust have in Greenwich?

3 investment adviser representatives are registered at Captrust offices in Greenwich, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

Is Captrust one of the largest advisor employers in Greenwich?

Captrust ranks number 20 in Greenwich by registered advisors; J.P. Morgan Securities LLC has the most, with 140.

How do I check a Captrust advisor in Greenwich?

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.