Best Investors Account Sign in
Inactive

David Anthony Cacciabeve

Captrust

Allentown, PA

CRD 6462872

Claim This Profile
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
PA RA APPROVED 2015-09-16
  • PA RA
    APPROVED
    Since 2015-09-16

Branch Locations

600 Hamilton Street Suite 900, Allentown, PA 18101 • 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
M Holdings Securities, Inc. Portland OR 03/2015 Present
Capfinancial Partners, Llc (Captrust) Raleigh NC 08/2015 Present
  • 03/2015 → Present
    M Holdings Securities, Inc.
    Portland, OR
  • 08/2015 → Present
    Capfinancial Partners, Llc (Captrust)
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-27
  • S66 Uniform Combined State Law Examination
    2015-04-27
Other Names
  • David Cacciabeve

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
SECTOR ANALYSTS LLC
LOMBARD ADVISERS INCORPORATED

Nearby Investors

Jessica Ann Paretta
Chris Talpas
JOHN DAVID TUMOLO

Nearby Offices

LPL FINANCIAL LLC · ALLENTOWN, PA
SECTOR ANALYSTS LLC · ALLENTOWN, PA
LOMBARD ADVISERS INCORPORATED · Allentown, PA

More in Allentown, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor