Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Lake Success, NY
Every SEC-registered investment adviser representative at a Captrust office in Lake Success, A to Z.
10 registered advisors work at Captrust in Lake Success, out of 915 at the firm nationwide; it ranks number 1 in the city by advisors. 3 list the CFP designation and 8 are also registered broker representatives.
Captrust advisors in Lake Success, A to Z
Every Captrust advisor →- Lindsay A. AbrahamsAlso a broker rep
- Scott J. BrownCertified Financial Planner · Also a broker rep
- Marguerite A. Fagan-WhitmoreAlso a broker rep
- Antonio GraziosiInvestment adviser rep
- Veronica KarasCertified Financial Planner
- Alan M. KleinbergCertified Financial Planner · Also a broker rep
- Klaudian MolosiuChartered Financial Analyst · Also a broker rep
- Marilyn SchajaAlso a broker rep
- Ashley B. StarrAlso a broker rep
- Naylor C. StoneAlso a broker 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 Lake Success
All Lake Success advisors →Questions
How many financial advisors does Captrust have in Lake Success?
10 investment adviser representatives are registered at Captrust offices in Lake Success, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 3 list the CFP designation and 8 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Lake Success?
Captrust ranks number 1 in Lake Success by registered advisors, ahead of Shulman Demeo Asset Management, LLC (4).
How do I check a Captrust advisor in Lake Success?
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.