Lindsay
Abrahams
Captrust
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About this Advisor
Lindsay Abrahams is a financial advisor based in New Hyde Park, New York, working with Captrust. Lindsay has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Sacred Heart Church, Changing The Present, Villanova University, Morgan Stanley, Bellmore-Merrick Central High School District, Bank Of America, N.A, Capfinancial Partners LLC (Captrust), and Capfinancial Securities, LLC. Lindsay has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Lindsay is part of Captrust, which operates out of New Hyde Park, New York. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
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Fee Structure
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
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
Lindsay Abrahams Work History
Capfinancial Partners LLC (Captrust)
Capfinancial Securities, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Morgan Stanley
Changing The Present
Villanova University
Villanova University
Sacred Heart Church
Bellmore-Merrick Central High School District
Disclosures
Please visit the SEC profile of Lindsay Abrahams 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
Sacramento, CA
Houston, TX
New Hyde Park, NY
San Antonio, TX
Austin, TX
Birmingham, AL
Phoenix, AZ
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