Marilyn Schaja

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → 09/2018
  First Capital Consulting, Inc.
  Great Neck, NY
• 01/2012 → 09/2018
  Fce Group, Inc.
  Great Neck, NY
• 10/2018 → Present
  Capfinancial Securities Llc
  Raleigh, NC
• 10/2018 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-07
• S63 Uniform Securities Agent State Law Examination
  2008-10-27

Other Names

• Marilyn Spenadel
• Marilyn Claire Schaja