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Christopher A Zavecz

Captrust

Bethlehem, PA

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-05
PA RA APPROVED 2019-04-29
  • TX RA
    APPROVED
    Since 2023-09-05
  • PA RA
    APPROVED
    Since 2019-04-29

Branch Locations

60 W Broad Street Suite 300, Bethlehem, PA 18018 • 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
Rkl Wealth Management Llc Lancaster PA 01/2016 07/2017
Mcqueen, Ball & Associates Bethlehem PA 10/2017 09/2019
Capfinancial Partners Llc (Captrust) Raleigh NC 04/2019 Present
  • 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

View on SEC IAPD

Other Firms

MCDERMOTT INVESTMENT ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LINCOLN INVESTMENT
J. W. COLE ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
SEIA

Other Investors

ANDREW FRANCIS AIGNER
KATHLEEN KOVACS MCDERMOTT
JOHN PHILIP CITO
CHARLES JOSEPH MCKELVEY
FORREST WILLIAM OBRIEN
KATHRYN LEE KUZO
MICHAEL JOHN SLINEY
WILLIAM PAUL WEBER

Other Offices

MCDERMOTT INVESTMENT ADVISORS, LLC · Bethlehem, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bethlehem, PA
LINCOLN INVESTMENT · BETHLEHEM, PA
J. W. COLE ADVISORS, INC. · Bethlehem, PA
COMMONWEALTH FINANCIAL NETWORK · Bethlehem, PA
CETERA INVESTMENT ADVISERS LLC · BETHLEHEM, PA
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC · Bethlehem, PA
SEIA · Suite 200, PA

More in Bethlehem, PA

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