Patrick
Marlatt
Captrust
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About this Advisor
Patrick Marlatt is a financial advisor operating out of Pittsburgh, Pennsylvania with 8 years of industry experience. Marlatt is an employee of Captrust. Their career trajectory has included roles at Capfinancial Securities LLC and Capfinancial Partners LLC (Captrust). Marlatt has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina, Pennsylvania and West Virginia. Captrust is a business based in Raleigh, NC. The company has offices in 69 locations and a total of 1,338 financial advisors. It controls $715 billion in assets across its 76,254 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 136 charities and foundations. Of its 76,254 customer accounts, 33% are held by high-net-worth individuals who have more than $1 million in investable assets. Captrust performs a number 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. Financial advisory fee schedules largely depend on the financial services offered. However, fee types billed by Captrust can consist of any 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
Patrick Marlatt Work History
Patrick has been registered as a financial advisor for 8 years.*
Capfinancial Securities LLC
Capfinancial Partners LLC (Captrust)
*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 Patrick Marlatt 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
Akron, OH
Leesburg, VA
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Clarkston, MI
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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