Ian Thomas Prymak
Also appears in the source record as: Ian Prymak
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (6)
- Series 65Series 63Series 24SIESeries 7Series 6
- Registered states (1)
- Virginia
- Years in the industry (source record)
- 26
- 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 (23)
From the source registration record · current first
-
Feb 7, 2025 → present
-
Dec 20, 2024 → present
-
Campbell Wealth Management, Inc.IA capacityFeb 15, 2023 → Feb 6, 2025
-
CaptrustIA capacityDec 20, 2024 → Jan 17, 2025
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Madison Avenue Securities, LLCBD capacityFeb 1, 2023 → Dec 23, 2024
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Fidelity Personal And Workplace AdvisorsIA capacityJun 16, 2020 → Feb 8, 2023
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Fidelity Brokerage Services LLCBD capacityJun 5, 2020 → Feb 6, 2023
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Ameriprise Financial Services, LLC.IA capacityOct 7, 2019 → May 12, 2020
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Ameriprise Financial Services, LLCBD capacityOct 4, 2019 → May 12, 2020
-
Capital AnalystsIA capacityMay 25, 2016 → Sep 6, 2019
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Lincoln InvestmentBD capacityMar 17, 2016 → Sep 6, 2019
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Lincoln InvestmentIA capacityMar 17, 2016 → Sep 6, 2019
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Scottrade, Inc.BD capacityFeb 13, 2015 → Mar 16, 2016
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Kovack Securities Inc.BD capacityMar 2, 2011 → Feb 10, 2015
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Kovack Advisors, Inc.IA capacityMar 2, 2011 → Feb 10, 2015
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Lpl Financial LLCBD capacityJul 24, 2009 → Mar 4, 2011
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Lpl Financial LLCIA capacityJul 24, 2009 → Mar 4, 2011
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Pnc InvestmentsBD capacityDec 12, 2008 → Jul 22, 2009
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Pnc InvestmentsIA capacityDec 12, 2008 → Jul 22, 2009
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Aig Retirement Advisors, Inc.IA capacityMay 6, 2002 → Dec 11, 2008
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Aig Retirement Advisors, Inc.BD capacityJan 4, 2002 → Dec 11, 2008
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First Union Securities, Inc.BD capacityOct 1, 2000 → Jan 4, 2002
-
First Union Brokerage Services, Inc.BD capacityMay 23, 2000 → Oct 1, 2000
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.