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Michael Lenzo

Captrust

Lake Success, NY

CRD 6655246

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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
NY RA APPROVED 2023-02-15
  • NY RA
    APPROVED
    Since 2023-02-15

Branch Locations

3 Dakota Drive Suite 310, Lake Success, NY 11042 • 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
Capfinancial Partners Llc (Captrust) Raleigh NC 10/2018 Present
University Of Delaware Newark DE 08/2014 05/2018
Fce Group Lake Success NY 06/2018 10/2018
  • 10/2018 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 08/2014 → 05/2018
    University Of Delaware
    Newark, DE
  • 06/2018 → 10/2018
    Fce Group
    Lake Success, NY
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
DAVIDOV FINANCIAL COACHING, LLC
MATRIX PRIVATE WEALTH MANAGEMENT INC.

Nearby Investors

KLAUDIAN MOLOSIU
Jeffrey Samuel Thurm
Antonio Graziosi

Nearby Offices

J.P. MORGAN SECURITIES LLC · NEW HYDE PARK, NY
J.P. MORGAN SECURITIES LLC · NEW HYDE PARK, NY
DAVIDOV FINANCIAL COACHING, LLC · NEW HYDE PARK, NY

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