Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Tampa, FL
Every SEC-registered investment adviser representative at a Captrust office in Tampa, A to Z.
30 registered advisors work at Captrust in Tampa, out of 915 at the firm nationwide; it ranks number 20 in the city by advisors. 9 list the CFP designation and 20 are also registered broker representatives.
Captrust advisors in Tampa, A to Z
Every Captrust advisor →- Eric W. BaileyAlso a broker rep
- Lauren M. BradleyAlso a broker rep
- Jean A. BrownAlso a broker rep
- David-Louis BrowneAlso a broker rep
- Robert C. BurkhartCertified Financial Planner · Also a broker rep
- Kyle CampbellAlso a broker rep
- Joseph J. DebelloInvestment adviser rep
- Mathew DoyleCertified Financial Planner · Also a broker rep
- James E. GrahamInvestment adviser rep
- Andrew R. KnustCertified Financial Planner · Also a broker rep
- Shale W. LatterAlso a broker rep
- Kory D. LeeCertified Financial Planner · Also a broker rep
- Robert S. LowkeCertified Financial Planner · Also a broker rep
- Claudine MarshInvestment adviser rep
- Elizabeth D. NealCertified Financial Planner
- Christopher NeunerAlso a broker rep
- Steven C. NewcombAlso a broker rep
- Samuel L. PerryAlso a broker rep
- Robert F. PiccirilliAlso a broker rep
- Patricia PichardoAlso a broker rep
- Thomas P. ReynoldsInvestment adviser rep
- Terri L. RitchieCertified Financial Planner
- James SchaeferAlso a broker rep
- Robert G. SchottCertified Financial Planner · Also a broker rep
- Kipp G. SmallAlso a broker rep
- Bruce SteamerInvestment adviser rep
- Jeffrey B. StrouseInvestment adviser rep
- Michael A. ValoneChartered Financial Analyst
- Jennifer B. WilliamsCertified Financial Planner · Also a broker rep
- Frank B. Wyatt IIIInvestment adviser rep
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 31San Antonio, TX 29Phoenix, AZ 25Chesterton, IN 20Dallas, TX 20Rochester, NY 18Allentown, PA 17Greenville, SC 17Sacramento, CA 17Costa Mesa, CA 16Leawood, KS 16Uniontown, OH 16
Other firms in Tampa
All Tampa advisors →Fisher Investments 351Morgan Stanley 296J. W. Cole Advisors, Inc. 218Concurrent Investment Advisors, LLC 135Merrill Lynch, Pierce, Fenner & Smith Incorporated 109Independent Financial Partners 95LPL Financial LLC 87Florida Financial Advisors, LLC 78J.P. Morgan Securities LLC 72Ameriprise Financial Services, LLC 64Wells Fargo Clearing Services, LLC 63Calton & Associates, Inc. 59
Questions
How many financial advisors does Captrust have in Tampa?
30 investment adviser representatives are registered at Captrust offices in Tampa, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 9 list the CFP designation and 20 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Tampa?
Captrust ranks number 20 in Tampa by registered advisors; Fisher Investments has the most, with 351.
How do I check a Captrust advisor in Tampa?
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.