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Michael David Strother

Captrust

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About Michael David Strother

Michael Strother is an investment advisor representative at Captrust, a firm with offices in Raleigh, NC. Michael has been working in the financial industry since 1994, and has a broad range of experience. He has worked with a variety of clients, including individuals, families, businesses, and institutions. Michael is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Michael Strother 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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Michael Strother’s Registration & Firm History

NC

04/09/2015 - Present

Captrust (RALEIGH NC)

MO

06/15/2002 - 09/16/2003

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)

NC

10/01/1997 - 06/15/2002

CAPTRUST FINANCIAL ADVISORS, LLC (CHARLOTTE NC)

NC

04/07/1994 - 10/06/1997

INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 05/03/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 05/23/2003

Series 27 - Financial and Operations Principal Examination

BC

Issued 04/24/2003

Series 24 - General Securities Principal Examination

BC

Issued 12/20/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael David Strother.
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