Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Connecticut
Every SEC-registered investment adviser representative at a Captrust office in Connecticut, by city and A to Z.
3 registered advisors work at Captrust in Connecticut, out of 874 nationwide; it's the firm's number 26 state by advisors, and the most are in Greenwich (3). 0 list the CFP designation and 1 are also registered broker representatives.
Captrust advisors by city in Connecticut
Every firm in Connecticut →Captrust advisors in Connecticut, A to Z
Search by name →- Bruce L. GrahamGreenwich · Chartered Financial Analyst
- Ernest A. LiebreGreenwich
- Ellen R. ShaerGreenwich · Chartered Financial Analyst
Captrust advisors in every state →Captrust: assets, clients and custodians →CAPTRUST news and advisor moves →Advisor Moves: who changed firms this week →
Captrust in other states
North Carolina 177Texas 79Massachusetts 62California 57New York 48Pennsylvania 43Florida 42Indiana 36Tennessee 35Minnesota 29Kansas 28Arizona 27Virginia 26Ohio 22Michigan 19South Carolina 18Colorado 16Illinois 15Alabama 14Georgia 14New Jersey 10Utah 10Washington 10Iowa 8Louisiana 6Maryland 3Maine 3
Questions
How many Captrust financial advisors are in Connecticut?
3 investment adviser representatives are registered at Captrust offices in Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 874 at the firm nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.
Where in Connecticut does Captrust have the most advisors?
Greenwich, with 3. Captrust has advisors in 1 city in Connecticut.
How do I check a Captrust advisor in Connecticut?
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.