Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Salt Lake City, UT
Every SEC-registered investment adviser representative at a Captrust office in Salt Lake City, A to Z.
10 registered advisors work at Captrust in Salt Lake City, out of 915 at the firm nationwide; it ranks number 23 in the city by advisors. 2 list the CFP designation and 5 are also registered broker representatives.
Captrust advisors in Salt Lake City, A to Z
Every Captrust advisor →- Brodie D. BarnesCertified Financial Planner · Also a broker rep
- Kimberly A. BreaultInvestment adviser rep
- Eric P. BurtonInvestment adviser rep
- Spencer A. HarmonAlso a broker rep
- Brent J. HartmanAlso a broker rep
- Schafer HeinerInvestment adviser rep
- Brett JohnsonChartered Financial Consultant · Also a broker rep
- Ryan KartchnerInvestment adviser rep
- Donna K. LyonInvestment adviser rep
- Jeffrey L. ScottCertified Financial Planner · Also a broker 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 Salt Lake City
All Salt Lake City advisors →Strategic Advisers LLC 634Wells Fargo Clearing Services, LLC 210Merrill Lynch, Pierce, Fenner & Smith Incorporated 50Morgan Stanley 45Wasatch Advisors LP 38LPL Financial LLC 34J.P. Morgan Securities LLC 30Ameriprise Financial Services, LLC 18Crewe Advisors 18Raymond James Financial Services Advisors, Inc. 18Sepio Capital, LP 16UBS Financial Services Inc. 16
Questions
How many financial advisors does Captrust have in Salt Lake City?
10 investment adviser representatives are registered at Captrust offices in Salt Lake City, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Salt Lake City?
Captrust ranks number 23 in Salt Lake City by registered advisors; Strategic Advisers LLC has the most, with 634.
How do I check a Captrust advisor in Salt Lake City?
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.