Herbert Wolf (CRD# 1721082) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Frederick, MD and has over 36 years of experience in the finance industry.
CRD# 2247685
Equitable Advisors, LLC
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
CRD# 1817336
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capitol Securities Management | Glen Allen, VA | Oct 2022 - Current | 1 |
| Wolf Realty Associates | Frederick, MD | Jan 1990 - Current | 34 |
| Cantella & Company, Inc. | Malden, MA | Oct 2019 - Oct 2022 | 3 |
| Raymond James Financial Services, Inc. | Frederick, MD | Nov 2019 - Nov 2019 | < 1 |
| Raymond James Financial Services Advisors, Inc. | Frederick, MD | Nov 2019 - Nov 2019 | < 1 |
| Cantella & Company, Inc. | Boston, MA | Jan 2006 - Oct 2019 | 13 |
| Carrol Creek Realty | Frederick, MD | Aug 2004 - Jan 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1987 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1997 |
- MD
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Total Assets Under Management1,403MILLIONS
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Total Number of Accounts3,470ACCOUNTS
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Average Account Value$404,189
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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