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Kristen Everett Stewart

Captrust

Boston, 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 2020-09-18
MA RA APPROVED 2019-11-27
  • TX RA
    APPROVED_RES
    Since 2020-09-18
  • MA RA
    APPROVED
    Since 2019-11-27

Branch Locations

One Liberty Square 13Th 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
Bny Mellon Wealth Managment Boston MA 10/2010 09/2016
Boston Advisors, Llc Boston MA 09/2016 10/2019
Capfinancial Partners, Llc. (Captrust) Raleigh NC 10/2019 Present
  • 10/2010 → 09/2016
    Bny Mellon Wealth Managment
    Boston, MA
  • 09/2016 → 10/2019
    Boston Advisors, Llc
    Boston, MA
  • 10/2019 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
  • 2017-02-08 → 2019-10-04
    Boston Advisors, Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-01-19
  • S65 Uniform Investment Adviser Law Examination
    1996-01-19
Other Names
  • Kristen Everett
  • Kristen Stewart

View on SEC IAPD

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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

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