Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Southfield, MI
Every SEC-registered investment adviser representative at a Captrust office in Southfield, A to Z.
8 registered advisors work at Captrust in Southfield, out of 915 at the firm nationwide; it ranks number 15 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Captrust advisors in Southfield, A to Z
Every Captrust advisor →- Jeremy A. ChambersInvestment adviser rep
- Justin K. DomberInvestment adviser rep
- Errol A. HauInvestment adviser rep
- Brett M. ReardonInvestment adviser rep
- Sarah M. RoodingInvestment adviser rep
- Susan A. ShoemakerCertified Financial Planner
- Tyler A. SitesInvestment adviser rep
- Casey M. VeachCertified Financial Planner, Chartered Financial Analyst
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 Southfield
All Southfield advisors →Hantz Financial Services, Inc. 109Corecap Advisors 59MML Investors Services, LLC 38Osaic Wealth, Inc. 37LPL Financial LLC 32Advance Capital Management Inc. 24Plante Moran Financial Advisors 23Cetera Investment Advisers LLC 18Center For Financial Planning Inc. 17Focus Partners Wealth, LLC 14Park Avenue Securities LLC 13Stifel, Nicolaus & Company, Incorporated 12
Questions
How many financial advisors does Captrust have in Southfield?
8 investment adviser representatives are registered at Captrust offices in Southfield, 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 Southfield?
Captrust ranks number 15 in Southfield by registered advisors; Hantz Financial Services, Inc. has the most, with 109.
How do I check a Captrust advisor in Southfield?
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.