Bradley Capinas, financial advisor Healdsburg CA
93 score

Bradley Capinas

CRD Number: 1442854
Current Firm: Boulegeris Investments, Inc.

Bradley Capinas (CRD# 1442854) is an Investment Advisor Representative working at Boulegeris Investments, Inc. in Healdsburg, CA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Boulegeris Investments, Inc. Atlanta, GA Jan 2012 - Current 4
Boulegeris Investments, Inc. Atlanta, GA Oct 2007 - Jan 2012 4
N/a Atlanta, GA Jul 2002 - Sep 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
S65 NASAA Investment Advisors Law Examination Apr 2010
Contact Info for Bradley S. Capinas
Phone Number: 404-816-5578
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    160
    MILLIONS
  • Total Number of Accounts
    289
    ACCOUNTS
  • Average Account Value
    $554,016
Compensation Options
  • A percentage of assets under your management
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

CA, GA, LA, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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