Danielle La Nise Frazier

CRD 5130083 · Captrust · The Woodlands, TX

IA RegisteredRegistration inactive

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Inactive
Investment adviser registration: Active
Exams passed (4): Series 65Series 63SIESeries 6
Registered states (1): Texas
Years in the industry (source record): 20
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 (9)

From the source registration record · current first

CaptrustCurrent
The Woodlands, TX · IA capacity

Jun 26, 2026 → present
Mercer Global Advisors Inc.
IA capacity

Nov 1, 2018 → Dec 31, 2020
Hfg Wealth Management, LLC
IA capacity

Jun 26, 2018 → Oct 9, 2018
Crossmark Wealth Management, LLC
IA capacity

Jul 31, 2017 → Jul 30, 2018
Crossmark Global Investments, Inc.
IA capacity

Jan 7, 2014 → Jul 30, 2018
Crossmark Distributors, Inc.
BD capacity

Sep 27, 2010 → Jun 20, 2018
Chase Investment Services Corp.
BD capacity

May 2, 2009 → May 18, 2010
Wamu Investments, Inc.
BD capacity

Dec 11, 2007 → May 2, 2009
First Investors Corporation
BD capacity

May 31, 2006 → Dec 17, 2007

Source & corrections

Where this page comes from

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