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United Capital Financial Advisors CRD 134600
$24.6B regulatory AUM 160 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company L.P./ Mercer Allied | Albany | NY | 06/2018 | 01/2021 |
| The Ayco Company L.P. | Albany | NY | 04/2018 | 06/2018 |
| Siena College | Albany | NY | 08/2014 | 05/2018 |
| Secure Energy Solutions | East Longmeadow | MA | 06/2017 | 08/2017 |
| United Capital Financial Advisors, Llc | Irving | TX | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-03 |
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