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Financial ADVSR advisor directory · SEC adviser records

Captrust financial advisors in Lake Mary, FL

Every SEC-registered investment adviser representative at a Captrust office in Lake Mary, A to Z.

3 registered advisors work at Captrust in Lake Mary, out of 915 at the firm nationwide; it ranks number 16 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

Captrust advisors in Lake Mary, A to Z

Every Captrust advisor →

Captrust advisors in every city and state →Captrust: assets, clients and custodians →CAPTRUST news and advisor moves →Captrust payout grid vs. other firms →Advisor Moves: who changed firms this week →

Captrust advisors in other cities

Raleigh, NC 125Boston, MA 52Brentwood, TN 33Charlotte, NC 31Tampa, FL 31San Antonio, TX 29Phoenix, AZ 25Chesterton, IN 20Dallas, TX 20Rochester, NY 18Allentown, PA 17Greenville, SC 17Sacramento, CA 17Costa Mesa, CA 16Leawood, KS 16

Other firms in Lake Mary

All Lake Mary advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Newport Group Consulting, LLC 19Wells Fargo Clearing Services, LLC 10Capacuity LLC 9Raymond James Financial Services Advisors, Inc. 8Jackson Wealth Management, LLC 7Shariaportfolio, Inc. 7Collaborative Wealth 6LPL Financial LLC 6Qtr Family Wealth, LLC 6MML Investors Services, LLC 5Cwm, LLC 4

Questions

How many financial advisors does Captrust have in Lake Mary?

3 investment adviser representatives are registered at Captrust offices in Lake Mary, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Is Captrust one of the largest advisor employers in Lake Mary?

Captrust ranks number 16 in Lake Mary by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 19.

How do I check a Captrust advisor in Lake Mary?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.