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Friday, September 25, 2026The Morning Brief →Sign in
wealth team

Compass Advisors

$1.2BBook of businessas reported in coverage
7Advisors
Melville, NYMarket
1Moves on our record
The lineage
until Sep 24, 2026PRIORCompass Advisors
Sep 24, 2026CURRENTCaptrust Financial Advisors
Sep 24, 2026advisor moveCompass Advisors → Captrust Financial Advisors

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