Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Rochester, NY
Every SEC-registered investment adviser representative at a Captrust office in Rochester, A to Z.
18 registered advisors work at Captrust in Rochester, out of 915 at the firm nationwide; it ranks number 16 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Captrust advisors in Rochester, A to Z
Every Captrust advisor →- Thomas M. BartlettChartered Financial Analyst
- Thomas E. BoltInvestment adviser rep
- Rachel K. CalleaCertified Financial Planner
- Gabriel K. ChodakInvestment adviser rep
- Colin J. DesrosiersCertified Financial Planner
- Gina L. DimondaCertified Financial Planner
- John T. DipasqualeInvestment adviser rep
- James J. EcklInvestment adviser rep
- Eric S. FurnalChartered Financial Analyst
- Jason S. GarlockChartered Financial Analyst
- Isabella F. LoughlinInvestment adviser rep
- Jordan M. MillnerChartered Financial Analyst
- Christopher M. MooneyInvestment adviser rep
- Zachary R. MullallyCertified Financial Planner
- Jason D. SchantzInvestment adviser rep
- Timothy J. ShanahanInvestment adviser rep
- Allison N. ShulerCertified Financial Planner
- Tobin B. WoodruffCertified Financial Planner
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 20Allentown, PA 17Greenville, SC 17Sacramento, CA 17Costa Mesa, CA 16Leawood, KS 16Uniontown, OH 16
Other firms in Rochester
All Rochester advisors →LPL Financial LLC 64Equitable Advisors, LLC 63Morgan Stanley 58UBS Financial Services Inc. 50MML Investors Services, LLC 48Sage, Rutty & Co., Inc. 43Osaic Wealth, Inc. 40Wells Fargo Advisors Financial Network, LLC 32J.P. Morgan Securities LLC 30Strategic Advisers LLC 30Ameriprise Financial Services, LLC 29Ashton Thomas Securities, LLC 23
Questions
How many financial advisors does Captrust have in Rochester?
18 investment adviser representatives are registered at Captrust offices in Rochester, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Rochester?
Captrust ranks number 16 in Rochester by registered advisors; LPL Financial LLC has the most, with 64.
How do I check a Captrust advisor in Rochester?
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.