Robert
Peel
Captrust
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About this Advisor
Robert Peel is a financial advisor based in New York, New York with 1 year of relevant experience. Peel is an advisor for Captrust. Their career trajectory has included roles at Cammack Larhette Brokerage, Inc, Amica Mutual Insurance, Extended Travel, Johnson And Wales University, Capfinancial Partners LLC (Captrust) and Capfinancial Securities LLC. Peel maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in New Jersey. Captrust is a firm operating out of Raleigh, NC. It has offices in 69 locations and a total of 1,338 financial advisors. It has $715 billion in assets across its 76,254 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 136 charities and foundations. Of its 76,254 accounts, 33% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Captrust has a broad set 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 charged by financial advisors largely vary depending on which services are offered. However, fees charged by Captrust can include 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
Robert Peel Work History
Robert has been registered as a financial advisor for 1 years.*
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
Cammack Larhette Brokerage, Inc
Extended Travel
Amica Mutual Insurance
Johnson And Wales University
*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 Robert Peel 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
Akron, OH
Leesburg, VA
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
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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