Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Uniontown, OH
Every SEC-registered investment adviser representative at a Captrust office in Uniontown, A to Z.
14 registered advisors work at Captrust in Uniontown, out of 915 at the firm nationwide; it ranks number 1 in the city by advisors. 11 list the CFP designation and 3 are also registered broker representatives.
Captrust advisors in Uniontown, A to Z
Every Captrust advisor →- Nathan E. BoothCertified Financial Planner
- Aaron J. DainesInvestment adviser rep
- Ian T. DillardCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Mark W. FearigoCertified Financial Planner
- Mario C. GigantiCertified Financial Planner
- Glen HahlenCertified Financial Planner
- Hanna R. HaisonAlso a broker rep
- Thomas G. KennedyAlso a broker rep
- Amanda K. LyonsCertified Financial Planner
- Jared A. MilhoanCertified Financial Planner
- Mark A. MunteanCertified Financial Planner, Chartered Financial Analyst
- Stewart M. SchmidtCertified Financial Planner
- Nathan WebelCertified Financial Planner
- Miles A. WoodlingCertified 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 20Rochester, NY 18Allentown, PA 17Greenville, SC 17Sacramento, CA 17Costa Mesa, CA 16Leawood, KS 16
Other firms in Uniontown
All Uniontown advisors →Integrated Wealth Management, Inc. 7Edward Jones 6LPL Enterprise, LLC 6Raymond James Financial Services Advisors, Inc. 4J.P. Morgan Securities LLC 3MML Investors Services, LLC 3Sobitz Financial Group, LLC 3
Questions
How many financial advisors does Captrust have in Uniontown?
14 investment adviser representatives are registered at Captrust offices in Uniontown, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 11 list the CFP designation and 3 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Uniontown?
Captrust ranks number 1 in Uniontown by registered advisors, ahead of Integrated Wealth Management, Inc. (7).
How do I check a Captrust advisor in Uniontown?
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.