Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Grand Rapids, MI
Every SEC-registered investment adviser representative at a Captrust office in Grand Rapids, A to Z.
4 registered advisors work at Captrust in Grand Rapids, out of 915 at the firm nationwide; it ranks number 47 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Captrust advisors in Grand Rapids, A to Z
Every Captrust advisor →- Justin S. CohenInvestment adviser rep
- Doris J. DraytonCertified Financial Planner
- Cameron R. TinsleyCertified Financial Planner
- Jeremy S. TollasInvestment 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 Grand Rapids
All Grand Rapids advisors →LPL Financial LLC 66Merrill Lynch, Pierce, Fenner & Smith Incorporated 52Morgan Stanley 51Ameriprise Financial Services, LLC 44Edward Jones 39Wells Fargo Clearing Services, LLC 33Robert W. Baird & Co. Incorporated 32Centennial Securities Company, Inc. 30Fiduciary Financial Advisors 29Raymond James & Associates, Inc. 28J.P. Morgan Securities LLC 24Strategic Advisers LLC 24
Questions
How many financial advisors does Captrust have in Grand Rapids?
4 investment adviser representatives are registered at Captrust offices in Grand Rapids, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Grand Rapids?
Captrust ranks number 47 in Grand Rapids by registered advisors; LPL Financial LLC has the most, with 66.
How do I check a Captrust advisor in Grand Rapids?
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.