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Inactive

Sabine Maria Vellucci

Captrust

Charlotte, NC

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-06-21
  • NC RA
    APPROVED
    Since 2023-06-21

Branch Locations

4201 Congress Street, Suite 160, Charlotte, NC 28209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rsm Us Wealth Management Llc Charlotte NC 03/2016 10/2018
Rsm Us Wealth Management Llc Charlotte NC 10/2018 02/2022
Choreo, Llc Charlotte NC 02/2022 06/2023
Captrust Raleigh NC 06/2023 Present
  • 03/2016 → 10/2018
    Rsm Us Wealth Management Llc
    Charlotte, NC
  • 10/2018 → 02/2022
    Rsm Us Wealth Management Llc
    Charlotte, NC
  • 02/2022 → 06/2023
    Choreo, Llc
    Charlotte, NC
  • 06/2023 → Present
    Captrust
    Raleigh, NC
Previous Registrations
  • 2016-04-08 → 2023-06-14
    Choreo, Llc
    Charlotte, NC
    Charlotte, NC
  • 2006-08-15 → 2016-03-22
    Carolinas Investment Consulting Llc
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
  • 2003-09-18 → 2006-08-25
    Citigroup Global Markets Inc.
    Charlotte, NC
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-03-28
S63 Uniform Securities Agent State Law Examination 2001-04-03
  • S65 Uniform Investment Adviser Law Examination
    2002-03-28
  • S63 Uniform Securities Agent State Law Examination
    2001-04-03
Other Names
  • Sabine M. Vellucci

View on SEC IAPD

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ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
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