Edward Wetherell (CRD# 2159349) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Leesburg, VA and has over 32 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment Properties | Leesburg, VA | Sep 2001 - Current | 22 |
| 28 West Market Street LLC | Leesburg, VA | Sep 2001 - Current | 22 |
| #ia Capitol Securities Management, Inc. | Mclean, VA | May 1996 - Current | 28 |
| Capitol Securities Management, Inc. | Mclean, VA | Apr 1992 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1991 |
| S65 | NASAA Investment Advisors Law Examination | May 1996 |
- VA
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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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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