Eric Peart Burton

CRD 7008809 · Captrust · Salt Lake City, UT

IA RegisteredRegistration inactive

Also appears in the source record as: Eric Burton

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Inactive
Investment adviser registration: Active
Exams passed (3): Series 66Series 7TOSIE
Registered states (1): Utah
Years in the industry (source record): 8
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
Salt Lake City, UT · IA capacity

Oct 3, 2024 → present
Summit Global Investments, LLC
IA capacity

Apr 2, 2024 → Oct 7, 2024
Syntrinsic LLC
IA capacity

Jul 18, 2023 → Mar 21, 2024
Syntrinsic Investment Counsel, LLC.
IA capacity

Jun 27, 2022 → Dec 31, 2023
Fidelity Personal And Workplace Advisors
IA capacity

Oct 5, 2020 → Jul 21, 2022
Fidelity Brokerage Services LLC
BD capacity

Jul 28, 2020 → Jul 1, 2022
Edward Jones
IA capacity

Apr 9, 2019 → Sep 12, 2019
Edward Jones
BD capacity

Dec 21, 2018 → Sep 12, 2019

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 7008809 ↗ FINRA BrokerCheck record for CRD 7008809 ↗ 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 Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.