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Michael Alan Schreiber

Captrust

Newton, MA

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-04-19
TX RA APPROVED 2023-03-21
  • MA RA
    APPROVED
    Since 2023-04-19
  • TX RA
    APPROVED
    Since 2023-03-21

Branch Locations

Two Newton Executive Park 2227 Washington Street, Suite 202, Newton, MA 02462 • 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
Aevitas Wealth Management, Inc. Wellesley Hills MA 04/1987 03/2023
Capfinancial Partners Llc (Captrust) Raleigh NC 03/2023 Present
  • 04/1987 → 03/2023
    Aevitas Wealth Management, Inc.
    Wellesley Hills, MA
  • 03/2023 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2007-07-02 → 2023-05-18
    Aevitas Wealth Management, Inc.
    Wellesley Hills, MA
  • 2005-12-07 → 2007-07-19
    Mutual Service Corporation
    Boston, MA
    Wellesley, MA
    Peabody, MA
    Wellesley, MA
  • 2002-07-31 → 2005-12-07
    Equitable Advisors, Llc
    Wellesley, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-25
S65 Uniform Investment Adviser Law Examination 1996-04-24
S63 Uniform Securities Agent State Law Examination 1987-04-27
  • S66 Uniform Combined State Law Examination
    2005-10-25
  • S65 Uniform Investment Adviser Law Examination
    1996-04-24
  • S63 Uniform Securities Agent State Law Examination
    1987-04-27
Other Names
  • Michael A Schreiber

View on SEC IAPD

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Other Offices

FOCUS PARTNERS WEALTH, LLC · Newton, MA
FOCUS PARTNERS WEALTH, LLC · Newton, MA
MML INVESTORS SERVICES, LLC · Newton, MA
COMMONWEALTH FINANCIAL NETWORK · Newton, MA
AKMAZO CAPITAL MANAGEMENT CO., LLC · NEWTON, MA
BROOKSTONE WEALTH ADVISORS, LLC · NEWTON, MA
ASCENSUS INVESTMENT ADVISORS, LLC · NEWTON, MA
PLUM STREET ADVISORS, LLC · NEWTON, MA

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