Unclaimed Profile

Krista A Brooks

SENTARA CAPITAL LLC·MARIETTA, Georgia

Clean recordSENTARA CAPITAL LLC

3225 SHALLOWFORD ROAD NE, MARIETTA, GA 30062CRD# 6022297Firm CRD# 161132

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Krista A Brooks · MARIETTA, GA

Registration

CRD #6022297 · SENTARA CAPITAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Krista A Brooks is a registered financial advisor based in MARIETTA, Georgia, affiliated with SENTARA CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

SENTARA CAPITAL LLC

SENTARA CAPITAL

AUM

$132M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SENTARA CAPITAL LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6022297

Firm CRD# 161132

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Krista A Brooks offer?

Krista A Brooks specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MARIETTA, Georgia for a consultation.

What are Krista A Brooks's credentials?

Krista A Brooks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Krista A Brooks located?

Krista A Brooks is based in MARIETTA, Georgia, working with SENTARA CAPITAL LLC. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.

How does Krista A Brooks charge for services?

Krista A Brooks's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SENTARA CAPITAL LLC?

SENTARA CAPITAL LLC has approximately 3 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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