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Andrew Bell Wisdom

Captrust

New Orleans, LA

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-01-21
TX RA APPROVED 2022-01-21
  • LA RA
    APPROVED
    Since 2022-01-21
  • TX RA
    APPROVED
    Since 2022-01-21

Branch Locations

1100 Poydras St., Energy Centre, Suite 1350, New Orleans, LA 70163 • 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
Crescent Capital Consulting, Llc New Orleans LA 09/2010 12/2021
Capfinancial Partners, Llc (Captrust) Raleigh NC 12/2021 Present
  • 09/2010 → 12/2021
    Crescent Capital Consulting, Llc
    New Orleans, LA
  • 12/2021 → Present
    Capfinancial Partners, Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2013-05-23 → 2022-03-29
    Crescent Capital Consulting, Llc
    New Orleans, LA
Other Businesses

Name: Ochsner Health; Address: 1514 Jefferson Hwy, Jefferson, LA 70121; Investment-Related: No; Nature: health services; Position/Title: Chairman of the Board; Start: 3/1/2027; Hours/Month: 10; Hours during Market Hours: 2.5; Duties: Member of the investment committee

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
ARKADIOS WEALTH ADVISORS
ADG WEALTH MANAGEMENT GROUP, LLC

Other Investors

CHRISTINE CHAMPAGNE MONTZ
JOSEPH CHARLES MONTZ
Morell S Crane
Bennett Lyle Duffy
ALEXANDER BRUCE HARCUS
Mary Elizabeth Brown
RONALD H. DAWSON, JR.
Jessica Leigh Marasco

Other Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

More in New Orleans, LA

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