Alonso Amaya

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

• 09/1997 → 06/2021
  Fidelity Investments Institutional Services Company, Inc.
  Irving, TX
• 01/2008 → 06/2021
  Fidelity Brokerage Services Llc
  Westlake, TX
• 12/2021 → 03/2026
  Morgan Stanley Smith Barney Llc
  La Jolla, CA
• 06/2021 → 12/2021
  Unemployed
  Rancho Sante Fe, CA
• 01/2022 → 03/2026
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 04/2026 → Present
  Captrust
  Raleigh, NC

Previous Registrations

• 2022-01-10 → 2026-03-30
  Morgan Stanley
  Irvine, CA
  Beverly Hills, CA
  La Jolla, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-10
• S63 Uniform Securities Agent State Law Examination
  1997-10-20