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Financial ADVSR advisor directory · SEC adviser records

Captrust financial advisors in Michigan

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

19 registered advisors work at Captrust in Michigan, out of 874 nationwide; it's the firm's number 15 state by advisors, and the most are in Southfield (8). 4 list the CFP designation and 4 are also registered broker representatives.

Captrust advisors by city in Michigan

Every firm in Michigan →

Southfield 8Clarkston 5Grand Rapids 4Hudsonville 1Huntington Woods 1

Captrust advisors in Michigan, A to Z

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Captrust in other states

North Carolina 177Texas 79Massachusetts 62California 57New York 48Pennsylvania 43Florida 42Indiana 36Tennessee 35Minnesota 29Kansas 28Arizona 27Virginia 26Ohio 22South Carolina 18Colorado 16Illinois 15Alabama 14Georgia 14New Jersey 10Utah 10Washington 10Iowa 8Louisiana 6Connecticut 3Maryland 3Maine 3

Questions

How many Captrust financial advisors are in Michigan?

19 investment adviser representatives are registered at Captrust offices in Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 874 at the firm nationwide. 4 list the CFP designation and 4 are also registered as broker representatives.

Where in Michigan does Captrust have the most advisors?

Southfield, with 8, then Clarkston (5). Captrust has advisors in 5 cities in Michigan.

How do I check a Captrust advisor in Michigan?

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.