TrueAdvisor
TrueAdvisor
AB
AB

Adam Brian Beers

Captrust
11 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Captrust
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
841 advisors
Number of Clients
36,839 clients
Average Client Portfolio
$29.4M average
Assets Under Management
$1083.1B

Location

60 W Broad Street, Suite 300, Bethlehem, PA, 18018

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Captrust
April 2020 - Present · 5 yrs 10 mos
Capfinancial Securities, LLC.
April 2020 - Present · 5 yrs 10 mos
Capfinancial Securities, LLC.Broker
April 2020 - Present · 5 yrs 10 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
July 2018 - April 2020 · 1 yr 9 mos
Northwestern Mutual Investment Services, LLCBroker
July 2018 - April 2020 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2015 - June 2018 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2015 - June 2018 · 2 yrs 7 mos
Morgan Stanley
October 2013 - May 2014 · 7 mos
Morgan StanleyBroker
October 2013 - May 2014 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2013 - October 2013 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2013 - October 2013 · 6 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.