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Kathaleen Marie Carroll-coelho

Captrust

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About Kathaleen Marie Carroll-coelho

Kathaleen Carroll-coelho is an investment advisor representative at Captrust. Kathaleen is registered with the state of Massachusetts as an Investment Advisor Representative (IAR). Kathaleen has been in the industry since 2004. Kathaleen has a Series 65 license. Kathaleen is also a Certified Financial Planner. The advisor's current employment is with Captrust and is located in Boston, MA. The main focus of Kathaleen's practice is in retirement planning and investment management. Kathaleen is a member of the Financial Planning Association. Kathaleen is also active in the community and is a member of the local Chamber of Commerce. Kathaleen is committed to providing her clients with the highest level of service and expertise.

Firm Information

Kathaleen Carroll-coelho 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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Kathaleen Carroll-coelho’s Registration & Firm History

MA

01/25/2022 - Present

Captrust (Boston MA)

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Licenses & Designations

IA

Issued 08/13/2007

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kathaleen Marie Carroll-coelho.
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