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Marcel Plomteaux

Captrust

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About Marcel Plomteaux

Marcel Plomteaux is a financial advisor associated with Captrust. Marcel has been in the industry since July 2021 and holds the Series 7TO, SIE, and Series 63 licenses. Marcel is also a Certified Financial Planner. Marcel has a history of experience in various sectors including financial services, banking, and food services. Currently, Marcel is registered as a Registered Representative and Investment Advisor Representative with Captrust in California. Marcel specializes in working with individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, corporations or other businesses, state or municipal government entities, and insurance companies.

Firm Information

Marcel Plomteaux 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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Marcel Plomteaux’s Registration & Firm History

CA

07/26/2023 - Present

Captrust (Roseville CA)

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Licenses & Designations

BC

Issued 08/20/2024

Series 7TO - General Securities Representative Examination

BC

Issued 06/11/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marcel Plomteaux.
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