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Troy William Anderson

Captrust

West Des Moines, IA

CRD 6806425

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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
IA RA APPROVED 2018-02-27
  • IA RA
    APPROVED
    Since 2018-02-27

Branch Locations

5745 Raccoon River Drive Suite 160, West Des Moines, IA 50266 • 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
Captrust Financial Advisors Raleigh NC 05/2017 Present
Wolin & Associates, Inc. West Des Moines IA 01/2012 05/2017
  • 05/2017 → Present
    Captrust Financial Advisors
    Raleigh, NC
  • 01/2012 → 05/2017
    Wolin & Associates, Inc.
    West Des Moines, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-27
  • S65 Uniform Investment Adviser Law Examination
    2018-02-27

View on SEC IAPD

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