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Matthew Graziano

Captrust

New York, 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 2023-10-24
  • NY RA
    APPROVED
    Since 2023-10-24

Branch Locations

40 Wall Street 56Th Floor, New York, NY 10005 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 06/2019 04/2022
Unemployed Stockton NJ 05/2019 06/2019
Gettysburg College Gettysburg PA 08/2015 05/2019
Capfinancial Partners, Llc Raleigh NC 05/2022 Present
Capfinancial Partners Llc (Captrust) Raleigh NC 05/2022 Present
  • 06/2019 → 04/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pennington, NJ
  • 05/2019 → 06/2019
    Unemployed
    Stockton, NJ
  • 08/2015 → 05/2019
    Gettysburg College
    Gettysburg, PA
  • 05/2022 → Present
    Capfinancial Partners, Llc
    Raleigh, NC
  • 05/2022 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-24
  • S66 Uniform Combined State Law Examination
    2023-10-24

View on SEC IAPD

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