Loredana M Morosanu
Investment adviser representative at Captrust
13 yearsExperience
1 stateRegistered in
$1.2TFirm assets
23 yearsFirm in business
Are you Loredana M Morosanu? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- CaptrustApr 2026 to now
- Capfinancial Partners, LLC. (captrust)Apr 2026 to now
- Charles Schwab & Co., Inc.Jul 2013 to Apr 2026
- Schwab Retirement Plan Services, Inc.Jul 2013 to Apr 2026
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6233556
- Firm CRD
- 175112