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Logan Anthony Delmonico

Captrust

Boston, MA

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-11-29
  • MA RA
    APPROVED
    Since 2024-11-29

Branch Locations

One Liberty Square, 13Th Floor, Boston, MA 02109 • 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
Ameriprise Financial Services, Llc Oxford CT 03/2021 01/2024
Full Time Student Torrington / Sacred Heart University CT 03/2011 03/2021
Commonwealth Financial Network Waltham MA 02/2024 10/2024
E3 Financial Planning Needham MA 02/2024 10/2024
Capfinancial Partners Llc (Captrust) Raleigh NC 11/2024 Present
Capfinancial Securities, Llc. Raleigh NC 11/2024 Present
  • 03/2021 → 01/2024
    Ameriprise Financial Services, Llc
    Oxford, CT
  • 03/2011 → 03/2021
    Full Time Student
    Torrington / Sacred Heart University, CT
  • 02/2024 → 10/2024
    Commonwealth Financial Network
    Waltham, MA
  • 02/2024 → 10/2024
    E3 Financial Planning
    Needham, MA
  • 11/2024 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 11/2024 → Present
    Capfinancial Securities, Llc.
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-21
  • S66 Uniform Combined State Law Examination
    2023-02-21
Other Names
  • Logan Delmonico
  • Logan Anthony Delmonico

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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