Chief Strategy Officer · Capitol Securities Management, Inc.
Edward Lee Wetherell
CRD 2159349 · Named on Form ADV at one SEC-registered adviser
At a glance
Capitol Securities Management, Inc., an SEC-registered broker-dealer firm based in Glen Allen, VA with $2.2 billion in regulatory assets, lists Edward Lee Wetherell on its Form ADV as Chief Strategy Officer.
Firms and roles
- Capitol Securities Management, Inc.Chief Strategy OfficerBroker-dealer firm · Glen Allen, VA · $2.2B in regulatory assets
AtlasMembers
Edward’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Joseph Aristotle JianosChairman & CEO, Capitol Securities Management, Inc.
- Katherine Rose HallbergChief Compliance Officer, Capitol Securities Management, Inc.
- James Louis WallaceChief Operating Officer, Capitol Securities Management, Inc.
- Irina ZubovDirector of Finance, Capitol Securities Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Edward’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.