Robert Bradley-Poole Propst

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

• 08/2006 → 05/2022
  Tiaa-Cref Individual & Institutional Services, Llc
  Birmingham, AL
• 08/2006 → 05/2022
  Tiaa
  Birmingham, AL
• 05/2022 → 07/2023
  Gwfs Equities, Inc
  Pike Road, AL
• 07/2023 → 07/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL
• 08/2023 → 07/2024
  Bank Of America N.A.
  Birmingham, AL
• 07/2024 → Present
  Capfinancial Partners Llc (Caprust)
  Raleigh, NC

Previous Registrations

• 2023-07-31 → 2024-07-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL
• 2022-06-14 → 2023-08-16
  Empower Advisory Group, Llc
  Chelsea, AL
  Greenwood Village, CO
• 2012-05-08 → 2022-04-29
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
  Smithfield, VA
  Charlottesville, VA
  Charlotte, NC
  Charlotte, NC
  Smithfield, VA
  Birmingham, AL
  Pelham, AL
  Birmingham, AL
  Chelsea, AL
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2012-05-07
• S63 Uniform Securities Agent State Law Examination
  2004-08-10

Other Names

• Robert Bradley Propst