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Abigail Marr Psyhogeos

Captrust

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About Abigail Marr Psyhogeos

Abigail Psyhogeos is an investment advisor representative with Captrust. Abigail has been in the securities industry for over 30 years and has a broad range of experience in financial planning, portfolio management, and pension consulting. Abigail is a registered investment advisor in Maine and Massachusetts and holds the Series 7, Series 24, Series 53, Series 63 and Series 65 licenses. Abigail has previously worked at Newbury Street Capital Limited Partnership, Boston Financial Management LLC, and Bainco International Investors.

Firm Information

Abigail Psyhogeos is currently registered with Captrust. Captrust is an investment advisor with offices in Raleigh, NC. It has 718 investment adviser representatives and manages over $852 billion in client assets, primarily for high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Captrust provides a wide range of financial planning and portfolio management services, including publication of periodicals, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.
Captrust

4208 SIX FORKS RD

RALEIGH, NC 27609

$852.17B

Assets Under Management

Not reported

Total Clients

700

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Abigail Psyhogeos’s Registration & Firm History

ME

11/21/2024 - Present

Captrust (PORTLAND ME)

MA

04/10/1997 - 12/27/2016

NEWBURY STREET CAPITAL LIMITED PARTNERSHIP (BOSTON MA)

NA

02/22/1994 - 12/05/1996

NEWBURY STREET CAPITAL LIMITED PARTNERSHIP

NY

03/25/1992 - 04/21/1993

NEW ENGLAND SECURITIES (NEW YORK NY)

NY

04/20/1988 - 04/17/1990

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/19/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/17/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/17/2005

Series 53 - Municipal Securities Principal Examination

BC

Issued 09/27/1993

Series 24 - General Securities Principal Examination

BC

Issued 12/27/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Abigail Marr Psyhogeos.
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