Eric Wilson Bailey

CRD 2327900 · Captrust · Tampa, FL

IA RegisteredBroker

Also appears in the source record as: Eric W Bailey

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 65Series 63Series 10Series 9SIESeries 31Series 7
Registered states (5): Arizona · Florida · Indiana · Michigan · North Carolina
Years in the industry (source record): 33
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 (8)

From the source registration record · current first

CaptrustCurrent
Tampa, FL · IA capacity

Aug 11, 2017 → present
Capfinancial Securities, LLC.Current
Tampa, FL · BD capacity

Aug 7, 2017 → present
Captrust Advisors, LLC
IA capacity

Apr 12, 2007 → Dec 31, 2017
Wells Fargo Advisors Financial Network, LLC
BD capacity

Jun 15, 2002 → Aug 7, 2017
Wells Fargo Advisors Financial Network, LLC
IA capacity

Jun 15, 2002 → Aug 7, 2017
Captrust Financial Advisors
IA capacity

Aug 7, 1998 → Jun 20, 2002
Captrust Financial Advisors, LLC
BD capacity

Aug 7, 1998 → Jun 15, 2002
Painewebber Incorporated
BD capacity

Sep 17, 1993 → Aug 14, 1998

Source & corrections

Where this page comes from

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