Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Boston, MA
Every SEC-registered investment adviser representative at a Captrust office in Boston, A to Z.
52 registered advisors work at Captrust in Boston, out of 915 at the firm nationwide; it ranks number 13 in the city by advisors. 10 list the CFP designation and 9 are also registered broker representatives.
Captrust advisors in Boston, A to Z
Every Captrust advisor →- Robert C. AuditoreInvestment adviser rep
- Giuseppe D. AzzarelloInvestment adviser rep
- Nicole B. BargasCertified Financial Planner
- Jennifer C. BarkerChartered Financial Analyst · Also a broker rep
- Susan BlackCertified Financial Planner
- John F. BuckleyAlso a broker rep
- Kathaleen M. Carroll-CoelhoCertified Financial Planner
- Louis P. CrosierInvestment adviser rep
- Logan A. DelmonicoAlso a broker rep
- Shawn DunnAlso a broker rep
- Nathaniel R. DutkewychAlso a broker rep
- Timothy J. FarinaChartered Financial Analyst
- Keith FaulknerInvestment adviser rep
- Jeremy S. GlennInvestment adviser rep
- Benjamin G. GoldmanInvestment adviser rep
- Timothy J. GrayCertified Financial Planner
- David E. Herlihy Jr.Investment adviser rep
- Christopher P. HopkinsAlso a broker rep
- Thomas M. KeaneInvestment adviser rep
- Asher KielyInvestment adviser rep
- Clarence H. King IIIInvestment adviser rep
- Christopher M. LabbeInvestment adviser rep
- Eric S. LipaInvestment adviser rep
- Jonathan D. LynchChartered Financial Analyst
- Christopher D. MaddenCertified Financial Planner
- Christopher F. MahoneyInvestment adviser rep
- Lawrence C. ManningChartered Financial Analyst
- Stephen McCabeInvestment adviser rep
- Kaitlyn E. MoschellaInvestment adviser rep
- Alec J. MurrayCertified Financial Planner
- Jay NichollsChartered Financial Analyst
- Laurie L. NovakCertified Financial Planner
- John H. PetersonInvestment adviser rep
- Austin I. PinardAlso a broker rep
- John D. PiniChartered Financial Analyst
- Rebecca R. PouliotCertified Financial Planner
- Michael S. PraticoInvestment adviser rep
- Timothy M. RobinsonChartered Financial Analyst
- Teresa M. SamperiInvestment adviser rep
- Gary P. SavageCertified Financial Planner
- Megan P. Schaefer-CurranInvestment adviser rep
- Donna M. ScottiInvestment adviser rep
- Boola S. SourialAlso a broker rep
- Miranda C. StefanInvestment adviser rep
- Jennifer E. StevensAlso a broker rep
- Kristen E. StewartInvestment adviser rep
- James M. SuppelsaChartered Financial Analyst
- Michael J. VogelzangChartered Financial Analyst
- Brian J. WalshCertified Financial Planner
- Brad M. WeaferChartered Financial Analyst
- Anthony J. ZacchiniInvestment adviser rep
- Susan G. ZimmermanInvestment 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 125Brentwood, 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 16Uniontown, OH 16
Other firms in Boston
All Boston advisors →Morgan Stanley 347Merrill Lynch, Pierce, Fenner & Smith Incorporated 324J.P. Morgan Securities LLC 226Voya Financial Advisors, Inc. 176UBS Financial Services Inc. 159Strategic Advisers LLC 155Columbia Management Investment Advisers, LLC 134Eaton Vance Management 89John Hancock Investment Management LLC 89MML Investors Services, LLC 88Wells Fargo Clearing Services, LLC 56Putnam Investment Management, LLC 53
Questions
How many financial advisors does Captrust have in Boston?
52 investment adviser representatives are registered at Captrust offices in Boston, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 10 list the CFP designation and 9 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Boston?
Captrust ranks number 13 in Boston by registered advisors; Morgan Stanley has the most, with 347.
How do I check a Captrust advisor in Boston?
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.