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Financial ADVSR advisor directory · SEC adviser records

Capitol Securities Management, Inc. financial advisors in Massachusetts

Every SEC-registered investment adviser representative at a Capitol Securities Management, Inc. office in Massachusetts, by city and A to Z.

The short answer

8 registered advisors work at Capitol Securities Management, Inc. in Massachusetts, out of 90 nationwide; it's the firm's number 3 state by advisors, and the most are in Boston (4). 0 list the CFP designation and 8 are also registered broker representatives.

Capitol Securities Management, Inc. advisors by city in Massachusetts

Every firm in Massachusetts →

Boston 4Worcester 2Salem 1Wellesley 1

Capitol Securities Management, Inc. advisors in Massachusetts, A to Z

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Capitol Securities Management, Inc. advisors in every state →Capitol Securities Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Capitol Securities Management, Inc. in other states

Virginia 50Florida 10New York 8New Jersey 4South Carolina 4

Questions

How many Capitol Securities Management, Inc. financial advisors are in Massachusetts?

8 investment adviser representatives are registered at Capitol Securities Management, Inc. offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 90 at the firm nationwide. 0 list the CFP designation and 8 are also registered as broker representatives.

Where in Massachusetts does Capitol Securities Management, Inc. have the most advisors?

Boston, with 4, then Worcester (2). Capitol Securities Management, Inc. has advisors in 4 cities in Massachusetts.

How do I check a Capitol Securities Management, Inc. advisor in Massachusetts?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Capitol Securities Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.