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Zachary Sadler

Captrust

Alpharetta, GA

CRD 5088683

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Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2019-04-30
  • GA RA
    APPROVED
    Since 2019-04-30

Branch Locations

2500 Northwinds Pkwy #250, Alpharetta, GA 30009 • 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
Fiduciaryvest, Llc Atlanta GA 07/2008 03/2019
Captrust Raleigh NC 03/2019 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-09
  • S66 Uniform Combined State Law Examination
    2007-01-09
Designations
  • Chartered Financial Analyst
Other Names
  • Zack Sadler
  • Zack Sadler
  • Zachary Carter Sadler

View on SEC IAPD

Nearby Firms

MRP CAPITAL INVESTMENTS, LLC
NEW EDGE WEALTH
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

PAUL MATTHEW DAMM
MACARTHER ROYSTER PLUMART
PAUL FRANCIS SHAUGHNESSY

Nearby Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA

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