Chris
Roberts
Captrust
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About this Advisor
Chris Roberts is a financial advisor operating in Raleigh, North Carolina with a total of 8 years of relevant experience. Roberts is an advisor for Captrust. Throughout their career, Roberts has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, Capfinancial Partners LLC (Captrust) and Capfinancial Securities LLC. Roberts maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Michigan. Captrust is an advisory business based in Raleigh, NC. The firm has offices in 69 locations and a total of 1,338 advisors. It manages $715 billion in total assets between its 76,254 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 136 charities and foundations. Of its 76,254 accounts, 33% are associated with high-net-worth individuals who have more than $1 million in assets. The business has 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 charged by financial advisors depend on the type of services provided. However, fee types billed by Captrust likely are comprised of some combination 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
Chris Roberts Work History
Chris has been registered as a financial advisor for 8 years.*
Capfinancial Securities LLC
Capfinancial Partners LLC (Captrust)
Bank Of America N.A
Merrill Lynch, Pierce, Fenner & Smith 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 Chris Roberts 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
Marietta, GA
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
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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