Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Bellevue, WA
Every SEC-registered investment adviser representative at a Captrust office in Bellevue, A to Z.
9 registered advisors work at Captrust in Bellevue, out of 915 at the firm nationwide; it ranks number 35 in the city by advisors. 3 list the CFP designation and 5 are also registered broker representatives.
Captrust advisors in Bellevue, A to Z
Every Captrust advisor →- Ryan E. ColkittCertified Financial Planner, Chartered Financial Analyst
- Ashley K. CorleyInvestment adviser rep
- Kyle E. HaugeAlso a broker rep
- Clayton HunterCertified Financial Planner
- Melissa A. KarpenAlso a broker rep
- Sabrina K. McGurrAlso a broker rep
- Matthew M. MyersCertified Financial Planner · Also a broker rep
- Vinh H. NguyenAlso a broker rep
- Geoffrey P. SchockInvestment 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 Bellevue
All Bellevue advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 105Wells Fargo Clearing Services, LLC 91Coldstream Wealth Management 78Equitable Advisors, LLC 77UBS Financial Services Inc. 65Ameriprise Financial Services, LLC 52Morgan Stanley 48Strategic Advisers LLC 41Transamerica Financial Advisors, LLC 36LPL Financial LLC 34Charles Schwab & Co., Inc. 30Scs 29
Questions
How many financial advisors does Captrust have in Bellevue?
9 investment adviser representatives are registered at Captrust offices in Bellevue, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 3 list the CFP designation and 5 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Bellevue?
Captrust ranks number 35 in Bellevue by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.
How do I check a Captrust advisor in Bellevue?
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.