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Gary P. Savage

Captrust

Boston, MA

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-02-01
  • MA RA
    APPROVED
    Since 2022-02-01

Branch Locations

One Liberty Square 13Th Floor, Boston, MA 02109 • 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
Rinet Company, Llc Boston MA 05/1997 12/2021
Capfinancial Partners, Llc (Captrust) Raleigh NC 12/2021 Present
  • 05/1997 → 12/2021
    Rinet Company, Llc
    Boston, MA
  • 12/2021 → Present
    Capfinancial Partners, Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2004-01-13 → 2022-03-28
    Rinet Company, Llc
    Boston, MA
    Boston, MA
  • 2003-05-16 → 2003-12-31
    Rinet Company, Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-10-30
  • S65 Uniform Investment Adviser Law Examination
    2001-10-30
Designations

View on SEC IAPD

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