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Financial ADVSR advisor directory · SEC adviser records

Captrust financial advisors in Massachusetts

Every SEC-registered investment adviser representative at a Captrust office in Massachusetts, by city and A to Z.

62 registered advisors work at Captrust in Massachusetts, out of 874 nationwide; it's the firm's number 3 state by advisors, and the most are in Boston (52). 10 list the CFP designation and 10 are also registered broker representatives.

Captrust advisors by city in Massachusetts

Every firm in Massachusetts →

Boston 52Newton 6Ashburnham 1Centerville 1Foxborough 1Norfolk 1

Captrust advisors in Massachusetts, A to Z

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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 79California 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 3Maryland 3Maine 3

Questions

How many Captrust financial advisors are in Massachusetts?

62 investment adviser representatives are registered at Captrust offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 874 at the firm nationwide. 10 list the CFP designation and 10 are also registered as broker representatives.

Where in Massachusetts does Captrust have the most advisors?

Boston, with 52, then Newton (6). Captrust has advisors in 6 cities in Massachusetts.

How do I check a Captrust advisor in Massachusetts?

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.