SR
Sean Roth
from Captrust
Sean Roth is a financial advisor based in North Carolina, Raleigh,
with 14 years of experience. Sean currently works for
Captrust.
Sean maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
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Sean Roth works at Captrust
Captrust is a financial advisory firm based in Raleigh, North Carolina. It currently has approximately $115,942,729,824 of assets under management and employs about 1338 people. Captrust uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
5 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and performance-based fees
Office location
4208 Six Forks Rd, Suite 1700, Raleigh, North Carolina, 27609
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