Denise Mcgee Buchanan

CRD 1284353 · Captrust · Raleigh, NC

IA RegisteredBroker

Also appears in the source record as: Denise Mcgee Hurst; Denise M Mcgee; Denise Mary Mcgee; Denise Mcgee

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (11): Series 63Series 14Series 53Series 28Series 24Series 52TOSeries 79TOSeries 99TOSIESeries 3Series 7
Registered states (30): Arizona · District Of Columbia · Florida · Georgia · Idaho · Indiana · Iowa · Kentucky · Louisiana · Maine · Minnesota · Mississippi · Nevada · New Hampshire · New Jersey · New York · North Carolina · North Dakota · Oklahoma · Oregon · Pennsylvania · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wyoming
Years in the industry (source record): 39
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Captrust
Firm CRD: 175112
SEC number: 801-62193
Assets under management: $1.2T as of May 27, 2026
Website: www.linkedin.com/COMPANY/CAPTRUST ↗
Phone: 919-870-6822
Firm location: Raleigh, NC, 27609

Employment history (17)

From the source registration record · current first

CaptrustCurrent
Raleigh, NC · IA capacity

Apr 15, 2015 → present
Capfinancial Securities, LLC.Current
Wake Forest, NC · BD capacity

Nov 21, 2003 → present
Captrust Financial Advisors Or "captrust"
IA capacity

Nov 21, 2003 → Apr 22, 2015
Hatteras Capital
BD capacity

Jun 20, 2007 → Dec 31, 2007
Moores Creek Securities, Inc.
BD capacity

Nov 7, 2003 → Nov 22, 2006
Atlantic Capital Securities, LLC
BD capacity

Dec 16, 2004 → Aug 4, 2006
1st Worldwide Financial Partners, LLC
BD capacity

Nov 26, 2004 → Mar 23, 2005
Wachovia Securities Financial Network, LLC
BD capacity

Sep 4, 2003 → Nov 19, 2003
Wachovia Securities Financial Network, LLC
IA capacity

Sep 4, 2003 → Nov 19, 2003
Atlantic Capital Management LLC
IA capacity

Dec 31, 2001 → Sep 11, 2003
Atlantic Capital Securities, LLC
BD capacity

Feb 26, 2003 → Sep 8, 2003
Joseph Carl Securities, Inc.
BD capacity

Nov 1, 2001 → Jul 24, 2003
Northwestern Mutual Investment Services, LLC
BD capacity

Jan 11, 2001 → Mar 6, 2002
Atlantic Capital Securities, LLC
BD capacity

Jan 2, 1997 → Nov 8, 2001
Carolina Securities, Inc.
BD capacity

Jun 11, 1997 → Oct 24, 1997
Smith Barney Shearson Inc.
BD capacity

Feb 11, 1992 → Sep 24, 1993
Smith Barney, Harris Upham & Co., Incorporated
BD capacity

Sep 22, 1987 → May 21, 1990

Source & corrections

Where this page comes from

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