Skyler Timothy Borgman

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 08/2018
  Morgan Stanley Private Bank, National Association
  New York, NY
• 08/2018 → 11/2019
  Wells Fargo Clearing Services, Llc
  Raleigh, NC
• 11/2019 → Present
  Capfinancial Securities Llc
  Raleigh, NC
• 11/2019 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2018-08-24 → 2019-11-12
  Wells Fargo Clearing Services, Llc
  Raleigh, NC
• 2016-08-24 → 2018-08-27
  Morgan Stanley
  Raleigh, NC
  Chapel Hill, NC

Other Businesses

1)Varsity Tutors Investment-Related: No. Address: private residence Nature: Tutor Position/Title: Trainer Start: 11/01/2021 Hours/Month: 8 Hours during Market Hours: 0 Duties: One on one tutoring and classroom instruction on Finance 2) SKEMA Business School - Raleigh; Investment-Related: No; 920 Main Campus Dr.. Raleigh, NC; Nature School ; Title Adjunct Professor; Start;1/31/23 ; Hours/Month:10 ; Hours during Market Hours: 0; Duties: Teaching

Exams

• S66 Uniform Combined State Law Examination
  2016-08-24

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Skyler Borgman
• Skyler T Borgman