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Michael Thomas Coyne

Captrust

Bellevue, WA

CRD 6618758

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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
WA RA APPROVED 2023-12-07
  • WA RA
    APPROVED
    Since 2023-12-07

Branch Locations

10811 Main Street, Bellevue, WA 98004 • 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
Trutina Financial Bellevue WA 01/2016 11/2023
Capfinancial Partners Llc (Captrust) Raleigh NC 11/2023 Present
  • 01/2016 → 11/2023
    Trutina Financial
    Bellevue, WA
  • 11/2023 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2016-12-20 → 2024-03-28
    Trutina Financial
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-20
  • S65 Uniform Investment Adviser Law Examination
    2016-12-20

View on SEC IAPD

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Nearby Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA

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