New York

New York

The Empire State is an industry powerhouse. Your financial planning options should be just as strong. CAPTRUST’s knowledgeable advisors bring plenty of experience and a nationwide network of services to help you make informed, objective choices for your finances. Get in touch with your local CAPTRUST location to learn more about working together.

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Lake Success, NY

3 Dakota Dr #310
Lake Success, NY 11042

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–5:00 pm

Who We Serve

Endowment & Foundation Leaders
Individuals & Families
Retirement Plan Sponsors

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New York, NY

40 Wall Street 56th Floor
New York, NY 10005

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

Who We Serve

Retirement Plan Sponsors

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Rochester, NY

500 Linden Oaks #210
Rochester, NY 14625

Mon–Fri, 8:00 am–5:00 pm

Who We Serve

Individuals & Families
cSuite Login
Private Investments Login

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Saratoga Springs, NY

Non-branch Location
Saratoga Springs, NY 12866

Mon–Fri, 9:00 am–5:00 pm

Who We Serve

Retirement Plan Sponsors

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