Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Houston, TX
Every SEC-registered investment adviser representative at a Captrust office in Houston, A to Z.
7 registered advisors work at Captrust in Houston, out of 915 at the firm nationwide; it ranks number 98 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Captrust advisors in Houston, A to Z
Every Captrust advisor →- Irina GorokhovaInvestment adviser rep
- John C. MatejkaInvestment adviser rep
- Jacob A. RhodesCertified Financial Planner
- David StixChartered Financial Analyst
- Dylan M. TarpeyCertified Financial Planner
- William D. Tates Jr.Investment adviser rep
- Timothy J. VosInvestment 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 Houston
All Houston advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 364Morgan Stanley 304J.P. Morgan Securities LLC 301Valic Financial Advisors, Inc. 213UBS Financial Services Inc. 186Wells Fargo Clearing Services, LLC 161Strategic Advisers LLC 141Ameriprise Financial Services, LLC 136LPL Financial LLC 128Raymond James & Associates, Inc. 86Cetera Investment Advisers LLC 76Pfs Investments Inc. 76
Questions
How many financial advisors does Captrust have in Houston?
7 investment adviser representatives are registered at Captrust offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Houston?
Captrust ranks number 98 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.
How do I check a Captrust advisor in Houston?
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.