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Financial ADVSR advisor directory · SEC adviser records

Captrust financial advisors in North Carolina

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

177 registered advisors work at Captrust in North Carolina, out of 874 nationwide; it's the firm's number 1 state by advisors, and the most are in Raleigh (120). 42 list the CFP designation and 103 are also registered broker representatives.

Captrust advisors by city in North Carolina

Every firm in North Carolina →

Raleigh 120Charlotte 30Wilmington 10Winston-Salem 6Sanford 5Greensboro 4Corolla 1Highlands 1

Captrust advisors in North Carolina, 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

Texas 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 3Maryland 3Maine 3

Questions

How many Captrust financial advisors are in North Carolina?

177 investment adviser representatives are registered at Captrust offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 874 at the firm nationwide. 42 list the CFP designation and 103 are also registered as broker representatives.

Where in North Carolina does Captrust have the most advisors?

Raleigh, with 120, then Charlotte (30). Captrust has advisors in 8 cities in North Carolina.

How do I check a Captrust advisor in North Carolina?

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.