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Amy Zelman Resnic

Captrust

Newton, MA

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-07-21
MA RA APPROVED 2023-04-19
  • TX RA
    APPROVED_RES
    Since 2025-07-21
  • MA RA
    APPROVED
    Since 2023-04-19

Branch Locations

Two Newton Executive Park 2227 Washington Street, Suite 202, Newton, MA 02462 • 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
Michael A. Schreiber & Associates, Inc. Wellesley Hills MA 12/2014 03/2023
Capfinancial Partners Llc (Captrust) Raleigh NC 03/2023 Present
  • 12/2014 → 03/2023
    Michael A. Schreiber & Associates, Inc.
    Wellesley Hills, MA
  • 03/2023 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2014-11-24 → 2023-05-18
    Aevitas Wealth Management, Inc.
    Wellesley Hills, MA
  • 2001-05-02 → 2007-05-31
    Strategic Advisers Llc
    Boston, MA
  • 2001-04-26 → 2007-03-28
    Fidelity Personal Trust Company, Fsb
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-21
S66 Uniform Combined State Law Examination 2001-04-06
S63 Uniform Securities Agent State Law Examination 1993-10-25
  • S65 Uniform Investment Adviser Law Examination
    2014-11-21
  • S66 Uniform Combined State Law Examination
    2001-04-06
  • S63 Uniform Securities Agent State Law Examination
    1993-10-25
Other Names
  • Amy Jill Zelman

View on SEC IAPD

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Other Offices

FOCUS PARTNERS WEALTH, LLC · Newton, MA
FOCUS PARTNERS WEALTH, LLC · Newton, MA
MML INVESTORS SERVICES, LLC · Newton, MA
COMMONWEALTH FINANCIAL NETWORK · Newton, MA
AKMAZO CAPITAL MANAGEMENT CO., LLC · NEWTON, MA
BROOKSTONE WEALTH ADVISORS, LLC · NEWTON, MA
ASCENSUS INVESTMENT ADVISORS, LLC · NEWTON, MA
PLUM STREET ADVISORS, LLC · NEWTON, MA

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