Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Charlotte, NC
Every SEC-registered investment adviser representative at a Captrust office in Charlotte, A to Z.
30 registered advisors work at Captrust in Charlotte, out of 915 at the firm nationwide; it ranks number 23 in the city by advisors. 6 list the CFP designation and 20 are also registered broker representatives.
Captrust advisors in Charlotte, A to Z
Every Captrust advisor →- Richard W. AustinAlso a broker rep
- Reid S. BarberAlso a broker rep
- William BergmanInvestment adviser rep
- Michael E. BlairAlso a broker rep
- William B. BlairCertified Financial Planner · Also a broker rep
- Tyler J. BurkomInvestment adviser rep
- John CarrickAlso a broker rep
- George H. Edmiston Jr.Also a broker rep
- David L. EllerAlso a broker rep
- Sarah C. FarmerCertified Financial Planner
- Jeanne K. FritchleyAlso a broker rep
- Monica K. HoltgreweAlso a broker rep
- Cole D. HudsonAlso a broker rep
- Brandy B. HydrickCertified Financial Planner
- Robert A. JonesAlso a broker rep
- Nargiz KambarovaAlso a broker rep
- George G. KroustalisAlso a broker rep
- Joshua J. LawrenceInvestment adviser rep
- Lyric B. MartinCertified Financial Planner
- Bridget McDermottCertified Financial Planner · Also a broker rep
- William B. Moody Jr.Investment adviser rep
- Molly M. PeecherAlso a broker rep
- Gregory PrinceAlso a broker rep
- Robert B. PropstInvestment adviser rep
- Wendy C. ReidAlso a broker rep
- Steven A. ShakCertified Financial Planner · Also a broker rep
- William L. SpitzInvestment adviser rep
- James W. StrodelAlso a broker rep
- Sabine M. VellucciInvestment adviser rep
- Sarah M. WestbrookAlso a broker rep
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Captrust advisors in other cities
Raleigh, NC 125Boston, MA 52Brentwood, TN 33Tampa, FL 31San Antonio, TX 29Phoenix, AZ 25Chesterton, IN 20Dallas, TX 20Rochester, NY 18Allentown, PA 17Greenville, SC 17Sacramento, CA 17Costa Mesa, CA 16Leawood, KS 16Uniontown, OH 16
Other firms in Charlotte
All Charlotte advisors →Vanguard Advisers, Inc. 641Merrill Lynch, Pierce, Fenner & Smith Incorporated 434Wells Fargo Clearing Services, LLC 395Tiaa-Cref Individual & Institutional Services, LLC 321UBS Financial Services Inc. 147Truist Advisory Services, Inc. 118LPL Financial LLC 107Ameriprise Financial Services, LLC 102Morgan Stanley 95Strategic Advisers LLC 82Ip Financial Advisory Services LLC 66Principal Advised Services 66
Questions
How many financial advisors does Captrust have in Charlotte?
30 investment adviser representatives are registered at Captrust offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 6 list the CFP designation and 20 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Charlotte?
Captrust ranks number 23 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 641.
How do I check a Captrust advisor in Charlotte?
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.