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Financial ADVSR advisor directory · SEC adviser records

Captrust financial advisors in New Orleans, LA

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

6 registered advisors work at Captrust in New Orleans, out of 915 at the firm nationwide; it ranks number 15 in the city by advisors. 3 list the CFP designation and 1 are also registered broker representatives.

Captrust advisors in New Orleans, 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 New Orleans

All New Orleans advisors →

Newedge Advisors 258Morgan Stanley 76J.P. Morgan Securities LLC 39Merrill Lynch, Pierce, Fenner & Smith Incorporated 34Cetera Investment Advisers LLC 19Raymond James & Associates, Inc. 18Ameriprise Financial Services, LLC 16UBS Financial Services Inc. 15Edward Jones 13Stokes Family Office LLC 12LPL Financial LLC 11Osaic Wealth, Inc. 10

Questions

How many financial advisors does Captrust have in New Orleans?

6 investment adviser representatives are registered at Captrust offices in New Orleans, Louisiana, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 3 list the CFP designation and 1 are also registered as broker representatives.

Is Captrust one of the largest advisor employers in New Orleans?

Captrust ranks number 15 in New Orleans by registered advisors; Newedge Advisors has the most, with 258.

How do I check a Captrust advisor in New Orleans?

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.