Daryl
Deke
Captrust
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About this Advisor
Daryl Deke is a financial advisor based out of Nashville, Tennessee with 1 year of relevant experience. Deke is an employee of Captrust. The advisor has gained experience at Northern Trust, Northern Trust Securities, Inc, New Market Wealth Management, LLC and Capfinancial Partners LLC (Captrust). Deke maintains Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Tennessee. Captrust is an advisory firm that has its headquarters in Raleigh, NC. The investment advisory business has offices in 69 locations and a total of 1,338 financial advisors. It controls $715 billion in total assets between its 76,254 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 136 charitable organizations. Of its 76,254 customer accounts, 33% belong to high-net-worth individuals who have at least $1 million in assets. Captrust performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees for financial advice largely vary depending on which services the firm provides the client. However, fees billed by Captrust can be comprised of any blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Daryl Deke Work History
Daryl has been registered as a financial advisor for 1 years.*
Capfinancial Partners LLC (Captrust)
New Market Wealth Management, LLC
Northern Trust
Northern Trust Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daryl Deke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Captrust
Raleigh, NC
Raleigh, NC
Akron, OH
Raleigh, NC
Raleigh, NC
Chesterton, IN
Sacramento, CA
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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