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Susan Skipper Willett

Captrust

Wilmington, NC

CRD 6049201

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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:

Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-11-08
  • NC RA
    APPROVED
    Since 2022-11-08

Branch Locations

5535 Currituck Drive, Suite 110, Wilmington, NC 28403 • 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
Old North State Trust, Llc Wilmington NC 04/2009 12/2018
Hightower Advisors Llc 2601 Iron Gate Dr. NC 01/2019 10/2022
Capfinancial Partners Llc (Captrust) Raleigh NC 10/2022 Present
  • 04/2009 → 12/2018
    Old North State Trust, Llc
    Wilmington, NC
  • 01/2019 → 10/2022
    Hightower Advisors Llc
    2601 Iron Gate Dr., NC
  • 10/2022 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Susan Skipper
  • Susan Grace Skipper
  • Susan Skipper Williamson
  • Susan Willett

View on SEC IAPD

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