Andrew Dylan Scheppegrell

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

• 07/2016 → 10/2016
  Lincoln Financial Group
  Philadelphia, PA
• 08/2012 → 05/2016
  University Of South Carolina
  Columbia, SC
• 05/2016 → 07/2016
  Unemployed
  Greensboro, NC
• 10/2016 → 07/2021
  Lincoln Financial Advisors Corporation
  Exton, PA
• 07/2021 → 03/2024
  Cetera Advisor Networks Llc
  El Segundo, CA
• 06/2018 → 03/2024
  Brumbaugh Wealth Management, Llc Dba Brumbaugh Wealth Management
  Exton, PA
• 07/2021 → 03/2024
  Advisornet Wealth Partners
  Minneapolis, MN
• 06/2023 → 03/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2024 → Present
  Capfinancial Securities Llc
  Raleigh, NC
• 09/2024 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 04/2024 → 08/2024
  N/A
  N/A, XX

Previous Registrations

• 2023-06-29 → 2024-04-01
  Cetera Investment Advisers Llc
  Greensboro, NC
  Exton, PA
• 2021-07-27 → 2024-04-01
  Advisornet Wealth Partners
  Minnetonka, MN
  Exton, PA
  Greensboro, NC
• 2021-07-26 → 2023-06-29
  Cetera Wealth Services, Llc
  Greensboro, NC
  Exton, PA
• 2018-01-26 → 2021-07-27
  Osaic Fa, Inc.
  Radnor, PA
  Charlotte, NC
  Exton, PA

Exams

• S66 Uniform Combined State Law Examination
  2017-11-06

Other Names

• Andrew Dylan Scheppegrell
• Andrew Scheppegrell