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Kaitlyn Elizabeth Moschella

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 2026-05-28
  • MA RA
    APPROVED
    Since 2026-05-28

Branch Locations

255 State Street 6Th 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
Captrust Raleigh NC 11/2024 Present
Boston Financial Management Boston MA 06/2021 11/2024
Scs Financial Boston MA 02/2020 06/2021
Sandy Cove Advisors Hingham MA 04/2018 02/2020
Scs Financial Boston MA 06/2015 04/2018
  • 11/2024 → Present
    Captrust
    Raleigh, NC
  • 06/2021 → 11/2024
    Boston Financial Management
    Boston, MA
  • 02/2020 → 06/2021
    Scs Financial
    Boston, MA
  • 04/2018 → 02/2020
    Sandy Cove Advisors
    Hingham, MA
  • 06/2015 → 04/2018
    Scs Financial
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-13
  • S65 Uniform Investment Adviser Law Examination
    2026-04-13
Other Names
  • Kaitlyn Elizabeth Alongi

View on SEC IAPD

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JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

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

More in Boston, MA

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