Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Maryland
Every SEC-registered investment adviser representative at a Captrust office in Maryland, by city and A to Z.
3 registered advisors work at Captrust in Maryland, out of 874 nationwide; it's the firm's number 27 state by advisors, and the most are in Columbia (1). 0 list the CFP designation and 0 are also registered broker representatives.
Captrust advisors by city in Maryland
Every firm in Maryland →Captrust advisors in Maryland, A to Z
Search by name →- Jacob S. LozierDarnestown · Chartered Financial Analyst
- Kevin M. MajorMonrovia
- John R. ZickColumbia
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 6Connecticut 3Maine 3
Questions
How many Captrust financial advisors are in Maryland?
3 investment adviser representatives are registered at Captrust offices in Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 874 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Where in Maryland does Captrust have the most advisors?
Columbia, with 1, then Darnestown (1). Captrust has advisors in 3 cities in Maryland.
How do I check a Captrust advisor in Maryland?
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.