Rebecca Smith Hedtler

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1987 → 04/2018
  Larhette Manin Benefits Service Group, Inc.
  Wellesley, MA
• 08/2000 → 12/2019
  Massachusetts Audubon Society - Stonybrook
  Norfolk, MA
• 08/2006 → 04/2018
  Cammack Larhette Advisors, Llc
  Wellesley, MA
• 11/2005 → 04/2018
  Cammack Larhette Brokerage, Inc.
  Wellesley, MA
• 04/2020 → 02/2021
  Cammack Larhette Brokerage , Inc.
  Wellesley, MA
• 04/2020 → 02/2021
  Cammack Larhette Advisors, Llc
  Wellesley, MA
• 05/2018 → 04/2019
  Rst Thermal
  Westwood, MA
• 01/2018 → 08/2021
  Ymca
  Mansfield, MA
• 02/2021 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 05/2021 → Present
  Capfinancial Securities Llc
  Raleigh, NC

Previous Registrations

• 2020-04-14 → 2021-05-18
  Cammack Retirement Group
  Wellesley, MA
• 2006-09-12 → 2018-04-18
  Cammack Retirement Group
  Wellesley, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-05
• S63 Uniform Securities Agent State Law Examination
  1989-09-12

Other Names

• Rebecca Jean Smith