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Financial ADVSR advisor directory · SEC adviser records

Captrust financial advisors in New York

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

The short answer

49 registered advisors work at Captrust in New York, out of 875 nationwide; it's the firm's number 5 state by advisors, and the most are in Rochester (18). 15 list the CFP designation and 20 are also registered broker representatives.

Captrust advisors by city in New York

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Rochester 18New York 13Lake Success 11Melville 3Coram 1Melvile 1Plainview 1Saratoga Springs 1

Captrust advisors in New York, 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 80Massachusetts 62California 57Pennsylvania 43Florida 42Indiana 35Tennessee 35Kansas 29Minnesota 29Arizona 27Virginia 27Ohio 22Michigan 19South Carolina 18Colorado 15Illinois 15Alabama 14Georgia 14New Jersey 10Utah 10Washington 10Iowa 8Louisiana 6Connecticut 3Maryland 3Maine 3

Questions

How many Captrust financial advisors are in New York?

49 investment adviser representatives are registered at Captrust offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 875 at the firm nationwide. 15 list the CFP designation and 20 are also registered as broker representatives.

Where in New York does Captrust have the most advisors?

Rochester, with 18, then New York (13). Captrust has advisors in 8 cities in New York.

How do I check a Captrust advisor in New York?

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.