Sarah
Westbrook
Captrust
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About this Advisor
Sarah Westbrook is a financial advisor based out of Raleigh, North Carolina who has 3 years of industry experience. Westbrook is an employee of Captrust. Throughout their career, Westbrook has worked at Coastal Equities, Inc, Advantage Securities LLC, 1St Worldwide Financial Partners, LLC, Sherman & Company LLC, Harbor Light Securities, LLC, Fintrust Brokerage Services, LLC, Founders Financial Securities LLC, Captrust, Morse Capital Parterns LLC, Hayden Royal, G.L.S. & Associates, Inc, Capfinancial Securities, LLC, Capfinancial Partners, LLC. (Captrust), Watchdog Capital, LLC, Advantage Securities, Sable Capital LLC, Gugu Securities, Inc and Maven Capital. Westbrook has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in North Carolina. Captrust is a business based in Raleigh, NC. It has offices in 69 locations and a total of 1,338 advisors. It has $715 billion in assets under management among its 76,254 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 136 charitable organizations. Of its 76,254 accounts, 33% are associated with high-net-worth individuals who have more than $1 million in investable assets. Captrust performs 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 usually depend on which service is offered. Fees charged by Captrust can consist of some 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
Sarah Westbrook Work History
Sarah has been registered as a financial advisor for 3 years.*
Gugu Securities, Inc
Sable Capital LLC
Capfinancial Securities, LLC
Capfinancial Partners, LLC. (Captrust)
Sherman & Company LLC
Advantage Securities
Watchdog Capital, LLC
Morse Capital Parterns LLC
Hayden Royal
G.L.S. & Associates, Inc
Maven Capital
Founders Financial Securities LLC
Captrust
Harbor Light Securities, LLC
Fintrust Brokerage Services, LLC
Coastal Equities, Inc
Advantage Securities LLC
1St Worldwide Financial Partners, LLC
Sherman & Company LLC
*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 Sarah Westbrook 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
Clarkston, MI
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Raleigh, NC
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Phoenix, AZ
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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