Unclaimed Profile

Michael David Strother

CAPFINANCIAL PARTNERS, LLC·RALEIGH, North Carolina

SIE, Series 7, Series 8, Series 9, Series 10, Series 24, Series 27, Series 63, Series 65, Series 99TOClean record24 years registeredCAPFINANCIAL PARTNERS, LLC

4208 SIX FORKS RD, RALEIGH, NC 27609CRD# 2457427Firm CRD# 175112

Profile Verification

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

Identity

Michael David Strother · RALEIGH, NC

Registration

CRD #2457427 · CAPFINANCIAL PARTNERS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Apr 2015 – present

CAPTRUST FINANCIAL ADVISORS OR "CAPTRUST"

Aug 2003 – Apr 2015

RALEIGH, NC

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC

Jun 2002 – Sep 2003

RALEIGH, NC

CAPTRUST FINANCIAL ADVISORS

Dec 2001 – Jun 2002

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 24

Series 27

Series 63

Series 65

Series 99TO

Registration record

First registered · December 31, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPFINANCIAL PARTNERS, LLC

CRD 175112 · SEC 801-62193

AUM

$852.2B

Regulatory assets under management

Employees

1,554

100,603 client accounts

Services offered by CAPFINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CAPFINANCIAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael David Strother offer?

Michael David Strother specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RALEIGH, North Carolina for a consultation.

What are Michael David Strother's credentials?

Michael David Strother is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael David Strother located?

Michael David Strother is based in RALEIGH, North Carolina, working with CAPFINANCIAL PARTNERS, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.

How does Michael David Strother charge for services?

Michael David Strother's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPFINANCIAL PARTNERS, LLC?

CAPFINANCIAL PARTNERS, LLC has approximately 1554 employees and manages $852.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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