Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Greensburg, PA
Every SEC-registered investment adviser representative at a Captrust office in Greensburg, A to Z.
3 registered advisors work at Captrust in Greensburg, out of 915 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Captrust advisors in Greensburg, A to Z
Every Captrust advisor →- Paula M. TrembaInvestment adviser rep
- Jody A. WernerInvestment adviser rep
- Nicholas M. WilsonInvestment adviser rep
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 Greensburg
All Greensburg advisors →Trustmont Advisory Group, Inc. 37Merrill Lynch, Pierce, Fenner & Smith Incorporated 13Ameriprise Financial Services, LLC 7Morgan Stanley 7LPL Financial LLC 4Cetera Investment Advisers LLC 3MML Investors Services, LLC 3PNC Wealth Management LLC 3Stifel, Nicolaus & Company, Incorporated 3Wells Fargo Advisors Financial Network, LLC 3
Questions
How many financial advisors does Captrust have in Greensburg?
3 investment adviser representatives are registered at Captrust offices in Greensburg, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Greensburg?
Captrust ranks number 6 in Greensburg by registered advisors; Trustmont Advisory Group, Inc. has the most, with 37.
How do I check a Captrust advisor in Greensburg?
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.