Christopher A Zavecz

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

• 01/2016 → 07/2017
  Rkl Wealth Management Llc
  Lancaster, PA
• 10/2017 → 09/2019
  Mcqueen, Ball & Associates
  Bethlehem, PA
• 04/2019 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2017-11-22 → 2019-09-30
  Mcqueen, Ball & Associates Inc.
  Bethlehem, PA
• 2016-01-12 → 2017-07-13
  Rkl Private Wealth
  Wyomissing, PA
• 2003-10-28 → 2016-02-12
  Sterling Financial Advisors, Llc
  Wyomissing, PA
  Wyomissing, PA

Designations

• Certified Financial Planner