Isabella Francis Loughlin

Captrust

6 Years of Experience

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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

500 Linden Oaks, Suite 210, Rochester, NY, 14625

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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.

Employment History

Current Registrations

Captrust

October 2025 - Present · 4 mos

Cobblestone Capital Advisors, LLC

January 2024 - Present · 2 yrs 1 mo

Previous Registrations

Courier Capital, LLC

June 2023 - January 2024 · 7 mos

LPL Financial LLCBroker

December 2019 - May 2023 · 3 yrs 5 mos

Hnp Capital LLC

November 2019 - May 2023 · 3 yrs 6 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

June 2019 - November 2019 · 5 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

April 2019 - November 2019 · 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.