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Financial ADVSR advisor directory · SEC adviser records

Captrust financial advisors in Allentown, PA

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

17 registered advisors work at Captrust in Allentown, out of 915 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 10 are also registered broker representatives.

Captrust advisors in Allentown, 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 18Greenville, SC 17Sacramento, CA 17Costa Mesa, CA 16Leawood, KS 16Uniontown, OH 16

Other firms in Allentown

All Allentown advisors →

Wells Fargo Clearing Services, LLC 55Morgan Stanley 49Merrill Lynch, Pierce, Fenner & Smith Incorporated 32Ameriprise Financial Services, LLC 20MML Investors Services, LLC 20Pfs Investments Inc. 20Osaic Wealth, Inc. 17Raymond James & Associates, Inc. 12Truist Advisory Services, Inc. 11LPL Financial LLC 10Wells Fargo Advisors Financial Network, LLC 8Global Retirement Partners LLC 7

Questions

How many financial advisors does Captrust have in Allentown?

17 investment adviser representatives are registered at Captrust offices in Allentown, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 0 list the CFP designation and 10 are also registered as broker representatives.

Is Captrust one of the largest advisor employers in Allentown?

Captrust ranks number 7 in Allentown by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 55.

How do I check a Captrust advisor in Allentown?

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.