Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Georgia
Every SEC-registered investment adviser representative at a Captrust office in Georgia, by city and A to Z.
14 registered advisors work at Captrust in Georgia, out of 874 nationwide; it's the firm's number 20 state by advisors, and the most are in Alpharetta (6). 5 list the CFP designation and 5 are also registered broker representatives.
Captrust advisors by city in Georgia
Every firm in Georgia →Alpharetta 6Stockbridge 3Atlanta 1Dacula 1Greensboro 1Kennesaw 1Marietta 1
Captrust advisors in Georgia, A to Z
Search by name →- Richmond G. Bernhardt IIIAtlanta
- Thomas E. CostelloAlpharetta · Certified Financial Planner
- Larry E. ElliottAlpharetta · Certified Financial Planner
- Matthew S. GodleskiStockbridge · Certified Financial Planner, Chartered Financial Analyst
- Nicole Groomes-KellyAlpharetta
- Jonathan S. HunterStockbridge · Certified Financial Planner
- Kwame J. JamesMarietta · Chartered Financial Analyst
- William P. Jones JrGreensboro · Chartered Financial Analyst
- Andrew G. MarinoKennesaw · Chartered Financial Analyst
- Evan MelcherAlpharetta
- Michelle C. MillerAlpharetta
- Patrick J. PlunkettStockbridge · Certified Financial Planner
- Zachary SadlerAlpharetta · Chartered Financial Analyst
- Chandler E. UwazieDacula
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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 14New Jersey 10Utah 10Washington 10Iowa 8Louisiana 6Connecticut 3Maryland 3Maine 3
Questions
How many Captrust financial advisors are in Georgia?
14 investment adviser representatives are registered at Captrust offices in Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 874 at the firm nationwide. 5 list the CFP designation and 5 are also registered as broker representatives.
Where in Georgia does Captrust have the most advisors?
Alpharetta, with 6, then Stockbridge (3). Captrust has advisors in 7 cities in Georgia.
How do I check a Captrust advisor in Georgia?
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.