Marilyn
Schaja
Captrust
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About this Advisor
Marilyn Schaja is a financial advisor based in New Hyde Park, New York, working with Captrust. Marilyn has previously held positions at First Capital Consulting, Inc, Fce Group, Inc, Capfinancial Securities LLC, and Capfinancial Partners LLC (Captrust). Marilyn has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York. Currently, Marilyn 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
Services Offered
Fee Structure
Office Location
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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
Marilyn Schaja Work History
Capfinancial Securities LLC
Capfinancial Partners LLC (Captrust)
First Capital Consulting, Inc
Fce Group, Inc
Disclosures
Please visit the SEC profile of Marilyn Schaja 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
Sanford, NC
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San Antonio, TX
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Birmingham, AL
Phoenix, AZ
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