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Sarah Little Grecco

Captrust

Indianapolis, IN

CRD 6509429

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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
IN RA APPROVED 2023-10-16
  • IN RA
    APPROVED
    Since 2023-10-16

Branch Locations

9100 Keystone Crossing Suite 700, Indianapolis, IN 46240 • 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
Charles Schwab & Co., Inc. Fresno CA 02/2016 11/2018
Charles Schwab Bank Lone Tree CO 08/2017 11/2018
Column Capital Advisors, Llc Indianapolis IN 12/2018 10/2023
Capfinancial Partners Llc (Captrust) Raleigh NC 10/2023 Present
  • 02/2016 → 11/2018
    Charles Schwab & Co., Inc.
    Fresno, CA
  • 08/2017 → 11/2018
    Charles Schwab Bank
    Lone Tree, CO
  • 12/2018 → 10/2023
    Column Capital Advisors, Llc
    Indianapolis, IN
  • 10/2023 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2019-01-02 → 2024-08-09
    Column Capital Advisors, Llc
    Indianapolis, IN
  • 2016-08-01 → 2018-12-07
    Charles Schwab & Co., Inc.
    Lone Tree, CO
    Fresno, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-01
  • S66 Uniform Combined State Law Examination
    2016-08-01
Designations
  • Certified Financial Planner
Other Names
  • Sarah Margaret Little

View on SEC IAPD

Nearby Firms

SANCTUARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC

Nearby Investors

MARTIN WAYNE RICE
Michael REED Myers
BEAU MCCOY BARRETT

Nearby Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN

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