Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Pennsylvania
Every SEC-registered investment adviser representative at a Captrust office in Pennsylvania, by city and A to Z.
43 registered advisors work at Captrust in Pennsylvania, out of 874 nationwide; it's the firm's number 6 state by advisors, and the most are in Allentown (17). 13 list the CFP designation and 12 are also registered broker representatives.
Captrust advisors by city in Pennsylvania
Every firm in Pennsylvania →Allentown 17Bethlehem 6Pittsburgh 5Devon 4Greensburg 3Wayne 2Doylestown 1Easton 1Lilly 1Media 1Villanova 1Walnutport 1
Captrust advisors in Pennsylvania, A to Z
Search by name →- Adam B. BeersBethlehem
- Keith P. BiskupPittsburgh · Certified Financial Planner
- Christopher D. ButzAllentown · Certified Financial Planner, Chartered Financial Consultant
- David A. CacciabeveAllentown
- Cara CannonWayne
- Mark S. ChandoAllentown
- Christopher C. DautrichDevon · Certified Financial Planner
- Jimmy D. EdwardsAllentown
- Jack E. FranceschinaBethlehem
- Kelly Ann C. GentlesMedia · Certified Financial Planner
- Christopher J. HuberBethlehem · Certified Financial Planner
- Henry W. Hudson VDevon · Certified Financial Planner
- Jennifer KellyAllentown
- Denise L. KowitzWalnutport · Chartered Financial Consultant
- Christopher D. KulickVillanova
- Jeffrey T. LoehwingAllentown
- Marcus N. MagyarAllentown
- Patrick K. MarlattPittsburgh
- Zachary R. McCannAllentown
- Mason McCarthyLilly
- Jerry B. McQueenBethlehem · Certified Financial Planner
- Michael D. MolewskiAllentown · Chartered Financial Consultant
- Laura MorganelliAllentown
- Brendan A. NosovitchAllentown
- Stefanie N. OlahAllentown
- Michael J. PassalinquaPittsburgh · Certified Financial Planner
- Bradley M. PendzickBethlehem · Certified Financial Planner
- Jeffrey RayAllentown
- Anthony N. ScarpoPittsburgh
- Joseph A. ScarpoPittsburgh
- Nicholas E. Schaefer IIAllentown · Certified Financial Planner
- Paul H. SchafferWayne
- William E. SchantzAllentown
- Kyle T. ShoemakerAllentown
- Derick D. ShoffDoylestown
- Gosia M. SutcliffeEaston · Chartered Financial Consultant
- Douglas A. SwopeDevon · Certified Financial Planner
- Justin N. ThompsonDevon · Certified Financial Planner
- Paula M. TrembaGreensburg
- Jody A. WernerGreensburg
- David A. WillAllentown · Chartered Financial Analyst
- Nicholas M. WilsonGreensburg
- Christopher A. ZaveczBethlehem · Certified Financial Planner
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Captrust in other states
North Carolina 177Texas 79Massachusetts 62California 57New York 48Florida 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 Pennsylvania?
43 investment adviser representatives are registered at Captrust offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 874 at the firm nationwide. 13 list the CFP designation and 12 are also registered as broker representatives.
Where in Pennsylvania does Captrust have the most advisors?
Allentown, with 17, then Bethlehem (6). Captrust has advisors in 12 cities in Pennsylvania.
How do I check a Captrust advisor in Pennsylvania?
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.