CAPTRUST

60 W Broad Street Suite 300, Bethlehem, PA 18018

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Registered Advisors 8

Christopher A Zavecz Michael Peters Kareem Green Jack Edward Franceschina Christopher John Huber Adam Brian Beers Bradley Matthew Pendzick Jerry B McQueen

Name
Christopher A Zavecz
Michael Peters
Kareem Green
Jack Edward Franceschina
Christopher John Huber
Adam Brian Beers
Bradley Matthew Pendzick
Jerry B McQueen

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Address

Street	60 W Broad Street Suite 300
City	Bethlehem
State	PA
ZIP	18018
Country	United States

Firm

Legal Name	CAPFINANCIAL PARTNERS, LLC
SEC #	801-62193
CRD #	175112
Region	ARO
Umbrella	N

Other Firms

VALLEY NATIONAL ADVISERS INC

PNC WEALTH MANAGEMENT LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LIBERTY SQUARE WEALTH PARTNERS LLC

OPPENHEIMER & CO. INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

COMMONWEALTH FINANCIAL NETWORK

Other Investors

JOSEPH FRANCIS GOLDFEDER

DONNA MARIE YOUNG

LAURIE ANNE SIEBERT

TIMOTHY GUY ROOF

MATTHEW E PETROZELLI

MICHAEL WILLIAM ROPER

Other Offices

VALLEY NATIONAL ADVISERS INC · BETHLEHEM, PA

PNC WEALTH MANAGEMENT LLC · BETHLEHEM, PA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Bethlehem, PA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BETHLEHEM, PA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Bethlahem, PA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BETHLEHAM, PA

LIBERTY SQUARE WEALTH PARTNERS LLC · BETHLEHEM, PA

OPPENHEIMER & CO. INC. · BETHLEHEM, PA

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