Sean E Teesdale

CRD 4773643 · Captrust · Wayne, PA

IA RegisteredRegistration inactive

Also appears in the source record as: Sean Elliott Teesdale

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Inactive
Investment adviser registration: Active
Exams passed (4): Series 63SIESeries 7Series 6
Registered states (2): New Jersey · Pennsylvania
Years in the industry (source record): 22
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 (7)

From the source registration record · current first

CaptrustCurrent
Wayne, PA · IA capacity

Oct 20, 2017 → present
Capfinancial Securities, LLC.
BD capacity

Oct 20, 2017 → Jul 9, 2025
Legacy Advisors, LLC
IA capacity

May 12, 2014 → Dec 19, 2017
M Holdings Securities, Inc.
BD capacity

Feb 21, 2014 → Sep 20, 2017
Delaware Distributors, L.P.
BD capacity

Dec 12, 2008 → Jun 7, 2013
Lincoln Financial Distributors, Inc.
BD capacity

Oct 26, 2005 → May 30, 2008
Vanguard Marketing Corporation
BD capacity

Apr 28, 2004 → Oct 5, 2005

Source & corrections

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