Ameriprise Financial Services
46yrs
Top advisor by experience in Raleigh
New
Anthony DeVivo
Financial advisor at Captrust
Anthony DeVivo is a fiduciary financial advisor in Raleigh, North Carolina, registered since Aug 2026. Anthony has been with Captrust since 2026. Captrust offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1804 advisors with offices in Raleigh, and one of 1668 fiduciaries.
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
Office4208 Six Forks Rd Suite 1700, Raleigh, NC 27609
FirmCaptrust
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$2.54 million
Advisors at the firm951
States licensed ?1 state
Services through Captrust
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Aug 2026 – nowCaptrustCurrent firm
Contact Anthony
(919) 870-6822Captrust main office 4208 Six Forks Rd Suite 1700Raleigh, NC 27609Office · Get directions Firm websiteHTTP://WWW.CAPTRUST.COM
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Questions to ask Anthony
Tailored to Anthony’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Anthony
How do I contact Anthony?
Call Captrust at (919) 870-6822 and ask for Anthony DeVivo. Anthony works from the Raleigh, NC office.
How long has Anthony been a financial advisor?
Anthony is new to the profession, registered since Aug 2026, and holds 1 license.
What licenses does Anthony hold?
Series 65. Tap any license on this page to see what it allows.
Is Anthony a fiduciary?
Anthony is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anthony paid?
Captrust reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Anthony for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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