Joseph Antonelli, financial advisor Glen Allen VA
96 score

Joseph Antonelli

CRD Number: 1125191
Current Firm: The Capital Management Corporation

Joseph Antonelli (CRD# 1125191) is an Investment Advisor Representative working at The Capital Management Corporation in Glen Allen, VA and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
The Capital Management Corporation Glen Allen, VA Sep 2011 - Current 5
Mml Investors Services, Inc. Virginia Beach, VA May 2009 - Sep 2011 2
Massmutual Financial Group Virginia Beach, VA Apr 2009 - Sep 2011 2
Flippin, Bruce & Porter Lynchburg, VA Sep 1993 - Apr 2009 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2009
S65 NASAA Investment Advisors Law Examination Sep 1993
Contact Info for Joseph T. Antonelli
Phone Number: 804-270-4000
Firm Website: https://www.cmcva.com
Registered State(s):
  • NC
  • VA
By the Numbers
  • Total Assets Under Management
    346
    MILLIONS
  • Total Number of Accounts
    586
    ACCOUNTS
  • Average Account Value
    $590,320
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, GA, NC, NH, SC, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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