Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Florida
Every SEC-registered investment adviser representative at a Captrust office in Florida, by city and A to Z.
42 registered advisors work at Captrust in Florida, out of 874 nationwide; it's the firm's number 7 state by advisors, and the most are in Tampa (30). 10 list the CFP designation and 27 are also registered broker representatives.
Captrust advisors by city in Florida
Every firm in Florida →Tampa 30Jupiter 2Lake Mary 2Boca Grande 1Boca Raton 1Fernandina Beach 1Miami 1North Miami 1Ocala 1Port St. Lucie 1Tarpon Springs 1
Captrust advisors in Florida, A to Z
Search by name →- Eric W. BaileyTampa
- Taylor A. BauerleLake Mary
- Lauren M. BradleyTampa
- Jean A. BrownTampa
- David-Louis BrowneTampa
- Robert C. BurkhartTampa · Certified Financial Planner
- Kyle CampbellTampa
- Kathryn R. ColonPort St. Lucie
- Joseph J. DebelloTampa
- Mathew DoyleTampa · Certified Financial Planner
- James E. GrahamTampa
- Sydney J. JamiesonLake Mary
- John KenneyTarpon Springs
- Andrew R. KnustTampa · Certified Financial Planner
- Shale W. LatterTampa
- Kory D. LeeTampa · Certified Financial Planner
- Robert S. LowkeTampa · Certified Financial Planner
- Claudine MarshTampa
- Elizabeth D. NealTampa · Certified Financial Planner
- Christopher NeunerTampa
- Steven C. NewcombTampa
- Samuel L. PerryTampa
- Robert F. PiccirilliTampa
- Patricia PichardoTampa
- Thomas P. ReynoldsTampa
- Terri L. RitchieTampa · Certified Financial Planner
- Edwin R. RodriguezBoca Grande
- James L. Ross IIFernandina Beach
- James SchaeferTampa
- Robert G. SchottTampa · Certified Financial Planner
- Stephen H. SchottNorth Miami
- David H. SchwartzBoca Raton · Certified Financial Planner
- Fred SloanJupiter · Chartered Financial Analyst
- Kipp G. SmallTampa
- Naomi S. SotoOcala
- Bruce SteamerTampa
- Jeffrey B. StrouseTampa
- Michael A. ValoneTampa · Chartered Financial Analyst
- Michael P. VoloJupiter
- Ludwig X. Von LignauMiami
- Jennifer B. WilliamsTampa · Certified Financial Planner
- Frank B. Wyatt IIITampa
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Captrust in other states
North Carolina 177Texas 79Massachusetts 62California 57New York 48Pennsylvania 43Indiana 36Tennessee 35Minnesota 29Kansas 28Arizona 27Virginia 26Ohio 22Michigan 19South Carolina 18Colorado 16Illinois 15Alabama 14Georgia 14New Jersey 10Utah 10Washington 10Iowa 8Louisiana 6Connecticut 3Maryland 3Maine 3
Questions
How many Captrust financial advisors are in Florida?
42 investment adviser representatives are registered at Captrust offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 874 at the firm nationwide. 10 list the CFP designation and 27 are also registered as broker representatives.
Where in Florida does Captrust have the most advisors?
Tampa, with 30, then Jupiter (2). Captrust has advisors in 11 cities in Florida.
How do I check a Captrust advisor in Florida?
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.