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Inactive

Kareem Green

Captrust

Bethlehem, PA

CRD 6678924

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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
PA RA APPROVED 2025-10-30
  • PA RA
    APPROVED
    Since 2025-10-30

Branch Locations

60 W. Broad Street Suite 300, Bethlehem, PA 18018 • 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 08/2021 Present
Aig Philadelphia PA 07/2018 07/2021
Penn State Intramural Sports State College PA 07/2015 05/2018
  • 08/2021 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
  • 07/2018 → 07/2021
    Aig
    Philadelphia, PA
  • 07/2015 → 05/2018
    Penn State Intramural Sports
    State College, PA
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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LINCOLN INVESTMENT

Nearby Investors

ANDREW FRANCIS AIGNER
KATHLEEN KOVACS MCDERMOTT
JOHN PHILIP CITO

Nearby Offices

MCDERMOTT INVESTMENT ADVISORS, LLC · Bethlehem, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bethlehem, PA
LINCOLN INVESTMENT · BETHLEHEM, PA

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