Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Chicago, IL
Every SEC-registered investment adviser representative at a Captrust office in Chicago, A to Z.
14 registered advisors work at Captrust in Chicago, out of 915 at the firm nationwide; it ranks number 60 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.
Captrust advisors in Chicago, A to Z
Every Captrust advisor →- Kristi J. Bieber GibbsInvestment adviser rep
- Timothy R. EganInvestment adviser rep
- Daniel R. GeorgeChartered Financial Analyst
- Elliot S. GreenbergChartered Financial Analyst
- Christopher D. KrakowskiChartered Financial Analyst
- Joseph C. Marzano Jr.Chartered Financial Analyst
- Scott R. MeggenbergInvestment adviser rep
- Charles MohrChartered Financial Analyst
- Matthew C. MurphyChartered Financial Analyst
- Andrew W. SchwarkChartered Financial Analyst
- Daniel E. SimonChartered Financial Analyst
- Benjamin M. SmileyChartered Financial Analyst
- Robert E. ThomasAlso a broker rep
- Matthew F. WintonInvestment 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 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 Chicago
All Chicago advisors →Morgan Stanley 557J.P. Morgan Securities LLC 549Hightower Advisors, LLC 448Merrill Lynch, Pierce, Fenner & Smith Incorporated 448William Blair 261Bankers Life Advisory Services, Inc. 229Nuveen Asset Management, LLC 219UBS Financial Services Inc. 173Neuberger Berman Bd LLC 108Wells Fargo Clearing Services, LLC 107LPL Financial LLC 104Strategic Advisers LLC 95
Questions
How many financial advisors does Captrust have in Chicago?
14 investment adviser representatives are registered at Captrust offices in Chicago, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Chicago?
Captrust ranks number 60 in Chicago by registered advisors; Morgan Stanley has the most, with 557.
How do I check a Captrust advisor in Chicago?
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.