Unclaimed Profile

Bridgot Sharon Basile

NORTH CAPITAL, INC.·SALT LAKE CITY, Utah

SIE, Series 7TO, Series 63, Series 65Clean record23 years registeredNORTH CAPITAL, INC.

623 E FORT UNION BLVD., SALT LAKE CITY, UT 84047CRD# 3257090Firm CRD# 148802

Profile Verification

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

Identity

Bridgot Sharon Basile · SALT LAKE CITY, UT

Registration

CRD #3257090 · NORTH CAPITAL, INC. · 23 years registered

Brand Profile

Not yet started

Career History

RBC CAPITAL MARKETS, LLC

May 2021 – present

RBC CAPITAL MARKETS, LLC

Apr 2021 – present

NORTH CAPITAL

Jan 2021 – Apr 2021

Douglassville, PA

NORTH CAPITAL

Sep 2019 – Dec 2020

DOUGLASSVILLE, PA

WORTHFM

Jun 2016 – Dec 2017

Philadelphia, PA

TRAYNOR CAPITAL MANAGEMENT

Mar 2014 – Jun 2016

MALVERN, PA

RITTENHOUSE ASSET MANAGEMENT, INC.

Nov 2002 – May 2008

RADNOR, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 63

Series 65

Registration record

First registered · November 6, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTH CAPITAL, INC.

CRD 148802 · SEC 801-110598

AUM

$252M

Regulatory assets under management

Employees

576 client accounts

Services offered by NORTH CAPITAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at NORTH CAPITAL, INC. →

Introduction

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Frequently Asked Questions

What services does Bridgot Sharon Basile offer?

Bridgot Sharon Basile specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Bridgot Sharon Basile's credentials?

Bridgot Sharon Basile is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bridgot Sharon Basile located?

Bridgot Sharon Basile is based in SALT LAKE CITY, Utah, working with NORTH CAPITAL, INC.. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Bridgot Sharon Basile charge for services?

Bridgot Sharon Basile'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 NORTH CAPITAL, INC.?

NORTH CAPITAL, INC. has approximately 8 employees and manages $252M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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