Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Warren, NJ
Every SEC-registered investment adviser representative at a Captrust office in Warren, A to Z.
6 registered advisors work at Captrust in Warren, out of 915 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Captrust advisors in Warren, A to Z
Every Captrust advisor →- Nroop BhavsarChartered Financial Analyst
- Marcia J. Riveglia PetersChartered Financial Analyst
- Scott RubinChartered Financial Analyst
- Michael A. SassoInvestment adviser rep
- Attila T. TothInvestment adviser rep
- Daniel P. UrbanInvestment 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 Warren
All Warren advisors →UBS Financial Services Inc. 40MML Investors Services, LLC 38Morgan Stanley 16Wells Fargo Advisors Financial Network, LLC 12LPL Financial LLC 9Lido 9Strategic Advisers LLC 4Wealth Enhancement Advisory Services, LLC 4J.P. Morgan Securities LLC 3Kintra Wealth, LLC 3LPL Enterprise, LLC 3
Questions
How many financial advisors does Captrust have in Warren?
6 investment adviser representatives are registered at Captrust offices in Warren, New Jersey, 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 Warren?
Captrust ranks number 7 in Warren by registered advisors; UBS Financial Services Inc. has the most, with 40.
How do I check a Captrust advisor in Warren?
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.