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Financial ADVSR advisor directory · SEC adviser records

Captrust financial advisors in Melville, NY

Every SEC-registered investment adviser representative at a Captrust office in Melville, A to Z.

3 registered advisors work at Captrust in Melville, out of 915 at the firm nationwide; it ranks number 44 in the city by advisors. 2 list the CFP designation and 2 are also registered broker representatives.

Captrust advisors in Melville, A to Z

Every Captrust advisor →

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 Melville

All Melville advisors →

Equitable Advisors, LLC 151Merrill Lynch, Pierce, Fenner & Smith Incorporated 138Morgan Stanley 100Wells Fargo Clearing Services, LLC 71Wells Fargo Advisors Financial Network, LLC 57Ameriprise Financial Services, LLC 55LPL Financial LLC 54LPL Enterprise, LLC 45UBS Financial Services Inc. 43Park Avenue Securities LLC 38Osaic Wealth, Inc. 35Eagle Strategies LLC 29

Questions

How many financial advisors does Captrust have in Melville?

3 investment adviser representatives are registered at Captrust offices in Melville, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 2 list the CFP designation and 2 are also registered as broker representatives.

Is Captrust one of the largest advisor employers in Melville?

Captrust ranks number 44 in Melville by registered advisors; Equitable Advisors, LLC has the most, with 151.

How do I check a Captrust advisor in Melville?

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.