Sarah
Westbrook
Captrust
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About this Advisor
Sarah Westbrook is a financial advisor based in Raleigh, North Carolina, working with Captrust. Sarah has previously held positions at Founders Financial Securities LLC, Captrust, Maven Capital, Morse Capital Partners LLC, Hayden Royal, G.L.S. & Associates, Inc, Capfinancial Securities, LLC, Capfinancial Partners, LLC. (Captrust), Watchdog Capital, LLC, Sherman & Company LLC, Advantage Securities, Sable Capital LLC, and Gugu Securities, Inc. Sarah has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Sarah is part of Captrust, which operates out of Raleigh, North Carolina. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
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
Sable Capital LLC
Capfinancial Securities, LLC
Capfinancial Partners, LLC. (Captrust)
Sherman & Company LLC
Advantage Securities
Gugu Securities, Inc
Watchdog Capital, LLC
Maven Capital
Morse Capital Parterns LLC
Hayden Royal
G.L.S. & Associates, Inc
Founders Financial Securities LLC
Captrust
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
Lone Tree, CO
Wellesley Hills, MA
New Hyde Park, NY
Sacramento, CA
San Antonio, TX
Phoenix, AZ
Birmingham, AL
Houston, TX
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