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Madeleine Darstein Ottman

Captrust

Rochester, NY

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-27
  • NY RA
    APPROVED
    Since 2025-10-27

Branch Locations

500 Linden Oaks Suite 210, Rochester, NY 14625 • 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
Cobblestone Capital Advisors, Llc Rochester NY 08/2020 09/2025
Sunshine Ice Cream Baldwinsville NY 08/2012 08/2020
Binghamton University Athletics Vestal NY 09/2019 02/2020
Capfinancial Partners, Llc. (Captrust) Raleigh NC 09/2025 Present
  • 08/2020 → 09/2025
    Cobblestone Capital Advisors, Llc
    Rochester, NY
  • 08/2012 → 08/2020
    Sunshine Ice Cream
    Baldwinsville, NY
  • 09/2019 → 02/2020
    Binghamton University Athletics
    Vestal, NY
  • 09/2025 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
  • 2021-08-27 → 2025-12-31
    Cobblestone Capital Advisors, Llc
    Rochester, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-27
  • S65 Uniform Investment Adviser Law Examination
    2021-08-27
Designations
Other Names
  • Madeleine Elizabeth Darstein
  • Maddie Darstein Ottman
  • Maddie Elizabeth Darstein

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

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