Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Bethlehem, PA
Every SEC-registered investment adviser representative at a Captrust office in Bethlehem, A to Z.
6 registered advisors work at Captrust in Bethlehem, out of 915 at the firm nationwide; it ranks number 8 in the city by advisors. 4 list the CFP designation and 1 are also registered broker representatives.
Captrust advisors in Bethlehem, A to Z
Every Captrust advisor →- Adam B. BeersAlso a broker rep
- Jack E. FranceschinaInvestment adviser rep
- Christopher J. HuberCertified Financial Planner
- Jerry B. McQueenCertified Financial Planner
- Bradley M. PendzickCertified Financial Planner
- Christopher A. ZaveczCertified 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 Bethlehem
All Bethlehem advisors →Cornerstone Advisors Asset Management, LLC 24Equitable Advisors, LLC 12Valley National Advisers Inc. 12Janney Montgomery Scott LLC 7Mtm Financial Group, LLC 7Park Avenue Securities LLC 7Raymond James Financial Services Advisors, Inc. 7O'Hagan Group, Inc. 6Capital Analysts 5Cetera Investment Advisers LLC 5Commonwealth Financial Network 5Strategic Advisers LLC 5
Questions
How many financial advisors does Captrust have in Bethlehem?
6 investment adviser representatives are registered at Captrust offices in Bethlehem, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 4 list the CFP designation and 1 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Bethlehem?
Captrust ranks number 8 in Bethlehem by registered advisors; Cornerstone Advisors Asset Management, LLC has the most, with 24.
How do I check a Captrust advisor in Bethlehem?
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.