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Timothy Joseph Shanahan

Captrust

Rochester, NY

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-27
  • NY RA
    APPROVED
    Since 2025-10-27

Branch Locations

500 Linden Oaks Suite 210, Rochester, NY 14625 • 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
Cobblestone Capital Advisors, Llc Rochester NY 04/2011 09/2025
Capfinancial Partners, Llc. (Captrust) Raleigh NC 09/2025 Present
  • 04/2011 → 09/2025
    Cobblestone Capital Advisors, Llc
    Rochester, NY
  • 09/2025 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-06-27
S66 Uniform Combined State Law Examination 2001-02-26
  • S63 Uniform Securities Agent State Law Examination
    2009-06-27
  • S66 Uniform Combined State Law Examination
    2001-02-26
Other Names
  • Tim Shanahan
  • Timothy Shanahan
  • Timothy J Shanahan

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

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