Veronica
Klebanova
Captrust
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About this Advisor
Veronica Klebanova is a certified financial planner operating out of New Hyde Park, New York, with a total of 5 years of industry experience. Klebanova is on the advisory team at Captrust. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Circle Advisers, Inc, Pace University'S Lubin School Of Business, Captrust and Fce Group. Klebanova is able to advise clients in New York, North Carolina and Texas. Captrust is an advisory business operating out of Raleigh, NC. The company has offices in 69 locations and a total of 1,338 employees. It controls $715 billion in assets between its 76,254 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 136 charities and foundations. Of its 76,254 client accounts, 33% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Captrust performs a diverse set of services, including 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 charged by Captrust most likely are comprised 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
Veronica Klebanova Work History
Veronica has been registered as a financial advisor for 5 years.*
Captrust
Fce Group
Merrill Lynch, Pierce, Fenner & Smith Inc
Pace University'S Lubin School Of Business
Circle Advisers, 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 Veronica Klebanova 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
Raleigh, NC
Raleigh, NC
Clarkston, MI
Sacramento, CA
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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