Mark
Paccione

Captrust

CRD#4775789
Investment Advisor
in Raleigh, NC
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About this Advisor

Mark Paccione is a certified financial planner and chartered financial analyst working out of Raleigh, North Carolina, with 13 years in the industry. Paccione is an advisor for Captrust. Over the course of their career, they have held roles at Capfinancial Securities, LLC and Captrust. Paccione holds a Series 63 license, which qualifies them as a securities agent, and is approved to advise clients in North Carolina. Captrust is a firm that has its headquarters in Raleigh, North Carolina. It has offices in 34 locations and a total of 412 people on staff. It administers $274 billion in assets under management among its 16,305 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 74 charitable organizations. Of its 16,305 customer accounts, just 8% are held by high-net-worth individuals who have more than $1 million in investable assets. Captrust offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees for financial management depend on which services the firm provides the client. Fees billed by Captrust likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

4208 Six Forks Rd Suite 1700
Raleigh, NC 27609

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Captrust Brokerage Details

Total Assets Under Management

$289,654,600,995

NC Average: $3,625,019,099
Total Number of Employees

515

NC Average: 22
Total Number of Accounts

19,209

NC Average: 1,917
Average Account Size

$15,079,109

NC Average: $1,890,985

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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

Mark Paccione Work History

Mark has 13 years of experience.

2005 - Present (14 years)

Capfinancial Securities, LLC

2005 - Present (14 years)

Captrust

Disclosures

Mark Paccione has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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