Kimberly Ann Breault

CRD 6882094 · Captrust · Salt Lake City, UT

IA RegisteredRegistration inactive

Also appears in the source record as: Kimberly Breault; Kim Breault; Kimberly Ann Mihlfeith

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Inactive
Investment adviser registration: Active
Exams passed (4): Series 66Series 63SIESeries 7
Registered states (1): Utah
Years in the industry (source record): 9
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 6882094 contains one or more disclosure events as of Aug 20, 2026.

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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 (4)

From the source registration record · current first

CaptrustCurrent
Salt Lake City, UT · IA capacity

May 14, 2024 → present
Fidelity Personal And Workplace Advisors
IA capacity

Oct 13, 2022 → Nov 14, 2023
Fidelity Brokerage Services LLC
BD capacity

Sep 25, 2018 → Nov 14, 2023
Fidelity Brokerage Services LLC
BD capacity

Dec 25, 2017 → Aug 20, 2018

Source & corrections

Where this page comes from

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