Best Investors Account Sign in

George Ghobriel

Captrust

Lake Success, NY

Claim This Profile
Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-08-14
  • NY RA
    APPROVED
    Since 2025-08-14

Branch Locations

3 Dakota Drive Suite 310, Lake Success, NY 11042 • 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
Cetera Investors Pearl River NY 06/2019 08/2019
Ica Risk Management Consultants Mahwah NJ 01/2017 08/2019
Siena College Loundonville NY 08/2018 05/2021
Ramapo Central School District Suffern NY 04/2010 06/2017
Goldman Sachs & Co. Llc Cohoes NY 08/2021 01/2024
The Ayco Company, L.P. Cohoes NY 09/2021 01/2024
Shade Tree Advisors Llc Saratoga Springs NY 02/2024 05/2025
Capfinancial Partners, Llc. (Captrust) Raleigh NC 07/2025 Present
Capfinancial Securities, Llc. Raleigh NC 07/2025 Present
  • 06/2019 → 08/2019
    Cetera Investors
    Pearl River, NY
  • 01/2017 → 08/2019
    Ica Risk Management Consultants
    Mahwah, NJ
  • 08/2018 → 05/2021
    Siena College
    Loundonville, NY
  • 04/2010 → 06/2017
    Ramapo Central School District
    Suffern, NY
  • 08/2021 → 01/2024
    Goldman Sachs & Co. Llc
    Cohoes, NY
  • 09/2021 → 01/2024
    The Ayco Company, L.P.
    Cohoes, NY
  • 02/2024 → 05/2025
    Shade Tree Advisors Llc
    Saratoga Springs, NY
  • 07/2025 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
  • 07/2025 → Present
    Capfinancial Securities, Llc.
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-16
  • S66 Uniform Combined State Law Examination
    2021-09-16

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
DAVIDOV FINANCIAL COACHING, LLC
MATRIX PRIVATE WEALTH MANAGEMENT INC.
CITIZENS SECURITIES, INC.
HSBC SECURITIES (USA) INC.
CITIGROUP GLOBAL MARKETS INC.
RAYMOND JAMES & ASSOCIATES, INC.
LPL FINANCIAL LLC

Other Investors

KLAUDIAN MOLOSIU
Jeffrey Samuel Thurm
Antonio Graziosi
Fred Sloan
Michael Lenzo
Ashley Brooke Starr
Lindsay Ann Abrahams
Alan Mark Kleinberg

Other Offices

J.P. MORGAN SECURITIES LLC · NEW HYDE PARK, NY
J.P. MORGAN SECURITIES LLC · NEW HYDE PARK, NY
DAVIDOV FINANCIAL COACHING, LLC · NEW HYDE PARK, NY
MATRIX PRIVATE WEALTH MANAGEMENT INC. · LAKE SUCCESS, NY
CITIZENS SECURITIES, INC. · NEW HYDE PARK, NY
HSBC SECURITIES (USA) INC. · NEW HYDE PARK, NY
CITIGROUP GLOBAL MARKETS INC. · New Hyde Park, NY
RAYMOND JAMES & ASSOCIATES, INC. · New Hyde Park, NY

More in Lake Success, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor