Cody Lee Rogers

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

• 08/2017 → 12/2018
  Nylife Securities Llc
  Harrisburg, PA
• 07/2016 → 12/2018
  New York Life Insurance
  Harrisburg, PA
• 05/2019 → 03/2021
  Hirtle, Callaghan & Co. Llc
  W. Conshohocken, PA
• 01/2019 → 05/2019
  Jp Morgan
  Newark, DE
• 04/2021 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2020-12-16 → 2021-04-05
  Hirtle & Co., Llc
  West Conshohocken, PA
• 2019-10-01 → 2020-12-07
  Hirtle & Co., Llc
  West Conshohocken, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-01