Joshuaalexander Sarco Bingtan
Investment adviser representative at Captrust
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2TFirm assets
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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
12 years in the industry.
- CaptrustAug 2023 to now
- Capfinancial Partners LLC (captrust)May 2022 to now
- Capfinancial Securities LLCMay 2022 to now
- Nylife Securities LLCSep 2019 to Jun 2022
- New York Life Insurance CompanyAug 2018 to Jun 2022
- Summit PropertiesJun 2016 to Jul 2017
- Admiral Callagham Professional CenterSep 2015 to Nov 2017
- North Hills ChurchJul 2014 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7005777
- Firm CRD
- 175112