Adam Brian Beers

CRD 6165597 · Captrust · Bethlehem, PA

IA RegisteredBroker

Also appears in the source record as: Adam B Beers

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 66SIESeries 7
Registered states (1): Pennsylvania
Years in the industry (source record): 13
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 (10)

From the source registration record · current first

CaptrustCurrent
Bethlehem, PA · IA capacity

Apr 22, 2020 → present
Capfinancial Securities, LLC.Current
Bethlehem, PA · BD capacity

Apr 22, 2020 → present
Northwestern Mutual Investment Services, LLC
BD capacity

Jul 24, 2018 → Apr 23, 2020
Northwestern Mutual Investment Services,llc
IA capacity

Jul 24, 2018 → Apr 23, 2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Nov 14, 2015 → Jun 14, 2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Nov 13, 2015 → Jun 14, 2018
Morgan Stanley
BD capacity

Oct 25, 2013 → May 27, 2014
Morgan Stanley
IA capacity

Oct 25, 2013 → May 27, 2014
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

May 10, 2013 → Oct 11, 2013
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Apr 10, 2013 → Oct 11, 2013

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.

SEC IAPD record for CRD 6165597 ↗ FINRA BrokerCheck record for CRD 6165597 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.