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Financial ADVSR advisor directory · SEC adviser records

Captrust financial advisors in Washington

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

10 registered advisors work at Captrust in Washington, out of 874 nationwide; it's the firm's number 23 state by advisors, and the most are in Bellevue (9). 3 list the CFP designation and 6 are also registered broker representatives.

Captrust advisors by city in Washington

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Bellevue 9Wenatchee 1

Captrust advisors in Washington, 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 79Massachusetts 62California 57New York 48Pennsylvania 43Florida 42Indiana 36Tennessee 35Minnesota 29Kansas 28Arizona 27Virginia 26Ohio 22Michigan 19South Carolina 18Colorado 16Illinois 15Alabama 14Georgia 14New Jersey 10Utah 10Iowa 8Louisiana 6Connecticut 3Maryland 3Maine 3

Questions

How many Captrust financial advisors are in Washington?

10 investment adviser representatives are registered at Captrust offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 874 at the firm nationwide. 3 list the CFP designation and 6 are also registered as broker representatives.

Where in Washington does Captrust have the most advisors?

Bellevue, with 9, then Wenatchee (1). Captrust has advisors in 2 cities in Washington.

How do I check a Captrust advisor in Washington?

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.