Financial ADVSR advisor directory · SEC adviser records
Capital Wealth Management, LLC financial advisors in West Warwick, RI
Every SEC-registered investment adviser representative at a Capital Wealth Management, LLC office in West Warwick, A to Z.
The short answer
10 registered advisors work at Capital Wealth Management, LLC in West Warwick, out of 11 at the firm nationwide; it ranks number 1 in the city by advisors. 3 list the CFP designation and 6 are also registered broker representatives.
Capital Wealth Management, LLC advisors in West Warwick, A to Z
Every Capital Wealth Management, LLC advisor →- Peter J. AlofsinCertified Financial Planner · Also a broker rep
- Curt A. CasertaAlso a broker rep
- Lawrence F. Dooley Jr.Chartered Financial Analyst
- Jameson C. DuckworthAlso a broker rep
- Lee A. DuckworthCertified Financial Planner · Also a broker rep
- Tyler C. DuckworthInvestment adviser rep
- Brian A. GlatzCertified Financial Planner · Also a broker rep
- Shane M. JedsonInvestment adviser rep
- Garrett J. MarcouxInvestment adviser rep
- James B. SpeightsAlso a broker rep
Capital Wealth Management, LLC advisors in every city and state →Capital Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Capital Wealth Management, LLC advisors in other cities
Other firms in West Warwick
All West Warwick advisors →Strategic Advisers LLC 9LPL Financial LLC 8Summit Financial, LLC 8MML Investors Services, LLC 4
Questions
How many financial advisors does Capital Wealth Management, LLC have in West Warwick?
10 investment adviser representatives are registered at Capital Wealth Management, LLC offices in West Warwick, Rhode Island, according to the SEC's Investment Adviser Public Disclosure records, out of 11 nationwide. 3 list the CFP designation and 6 are also registered as broker representatives.
Is Capital Wealth Management, LLC one of the largest advisor employers in West Warwick?
Capital Wealth Management, LLC ranks number 1 in West Warwick by registered advisors, ahead of Strategic Advisers LLC (9).
How do I check a Capital Wealth Management, LLC advisor in West Warwick?
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 Capital Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.