Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Newton, MA
Every SEC-registered investment adviser representative at a Captrust office in Newton, A to Z.
5 registered advisors work at Captrust in Newton, out of 915 at the firm nationwide; it ranks number 5 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Captrust advisors in Newton, A to Z
Every Captrust advisor →- Marisa E. MuldowneyInvestment adviser rep
- Amy Z. ResnicInvestment adviser rep
- Michael A. SchreiberInvestment adviser rep
- Corey S. SteinInvestment adviser rep
- Samuel TrumpsInvestment 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 Newton
All Newton advisors →Commonwealth Financial Network 10Ameriprise Financial Services, LLC 8LPL Financial LLC 8Focus Partners Wealth, LLC 6Plum Street Advisors, LLC 5Raymond James Financial Services Advisors, Inc. 5Capital Advisors Group, Inc. 4Merrill Lynch, Pierce, Fenner & Smith Incorporated 4Strategic Advisers LLC 4Brock Hill Wealth Management 3Mayport Wealth Management 3Proficio Capital Partners LLC 3
Questions
How many financial advisors does Captrust have in Newton?
5 investment adviser representatives are registered at Captrust offices in Newton, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Newton?
Captrust ranks number 5 in Newton by registered advisors; Commonwealth Financial Network has the most, with 10.
How do I check a Captrust advisor in Newton?
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.