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Inactive

Christina Marie Morelli

Captrust

Southfield, MI

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-08-14
  • MI RA
    APPROVED
    Since 2025-08-14

Branch Locations

3000 Town Center Suite 2650, Southfield, MI 48075 • 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
Plante Moran Financial Advisors Southfield MI 08/2018 07/2025
Penny Black Rochester MI 05/2018 08/2018
Msu Institute For Cyber Enabled Research East Lansing MI 01/2017 05/2018
Merrill Lynch Chicago IL 05/2017 08/2017
Merrill Lynch Auburn Hills MI 08/2015 05/2017
Penny Black Rochester MI 12/2012 05/2017
Michigan State University East Lansing MI 08/2014 05/2018
Capfinancial Partners, Llc. (Captrust) Raleigh NC 07/2025 Present
  • 08/2018 → 07/2025
    Plante Moran Financial Advisors
    Southfield, MI
  • 05/2018 → 08/2018
    Penny Black
    Rochester, MI
  • 01/2017 → 05/2018
    Msu Institute For Cyber Enabled Research
    East Lansing, MI
  • 05/2017 → 08/2017
    Merrill Lynch
    Chicago, IL
  • 08/2015 → 05/2017
    Merrill Lynch
    Auburn Hills, MI
  • 12/2012 → 05/2017
    Penny Black
    Rochester, MI
  • 08/2014 → 05/2018
    Michigan State University
    East Lansing, MI
  • 07/2025 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
Designations
Other Names
  • Christina Morelli

View on SEC IAPD

Other Firms

CORECAP ADVISORS
EAGLE STRATEGIES LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
M.A. GLOBAL INVESTMENT ADVISOR, LLC
LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUITABLE ADVISORS, LLC

Other Investors

NORMAN MILTON BALD
Jeffrey C Jones
Erin Michelle Hoestje
BRADLEY Dennis CLARK
Steven Wilbourn
Avery Reese Markos
Ryan Christopher Smith
Whitney Lynn House

Other Offices

CORECAP ADVISORS · SOUTHFIELD, MI
EAGLE STRATEGIES LLC · SOUTHFIELD, MI
EAGLE STRATEGIES LLC · SOUTHFIELD, MI
J.P. MORGAN SECURITIES LLC · SOUTHFIELD, MI
CETERA INVESTMENT ADVISERS LLC · SOUTHFIELD, MI
M.A. GLOBAL INVESTMENT ADVISOR, LLC · SOUTHFIELD, MI
LPL ENTERPRISE, LLC · SOUTHFIELD, MI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SOUTHFIELD, MI

More in Southfield, MI

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