Andrew Dylan Scheppegrell

CRD 6711621 · Captrust · Greensboro, NC

IA RegisteredBroker

Also appears in the source record as: Andrew Scheppegrell

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): North Carolina
Years in the industry (source record): 10
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
Greensboro, NC · IA capacity

Oct 23, 2024 → present
Capfinancial Securities, LLC.Current
Greensboro, NC · BD capacity

Oct 23, 2024 → present
Cetera Investment Advisers LLC
IA capacity

Jun 29, 2023 → Apr 1, 2024
Advisornet Wealth Partners
IA capacity

Jul 27, 2021 → Apr 1, 2024
Cetera Advisor Networks LLC
BD capacity

Jul 26, 2021 → Apr 1, 2024
Cetera Advisor Networks LLC
IA capacity

Jul 26, 2021 → Jun 29, 2023
Lincoln Financial Advisors Corporation
IA capacity

Jan 26, 2018 → Jul 27, 2021
Lincoln Financial Advisors Corporation
BD capacity

Dec 15, 2016 → Jul 27, 2021

Source & corrections

Where this page comes from

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