Capital Analysts
Capital Analysts (CRD# 162200) is a financial advisory firm headquartered in Fort Washington, PA. They manage $6,286,886,486 in 19,951 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management6,287MILLION
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Total Number of Accounts19,951ACCOUNTS
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Average Account Value$315,116
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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
Jake Marty (CRD# 6813906) is an Investment Advisor Representative working at Capital Analysts in Tempe, AZ and has over 5 years of experience in the finance industry.
Timothy McAloon (CRD# 6290725) is an Investment Advisor Representative working at Capital Analysts in Quincy, MA and has 1 year of experience in the finance industry.
Thomas McCarthy (CRD# 1627868) is an Investment Advisor Representative working at Capital Analysts in Braintree, MA and has over 36 years of experience in the finance industry.
Jay Merrill (CRD# 5719089) is an Investment Advisor Representative working at Capital Analysts in Worcester, MA and has over 14 years of experience in the finance industry.
Kevin Morse (CRD# 2129659) is an Investment Advisor Representative working at Capital Analysts in Braintree, MA and has over 32 years of experience in the finance industry.
Matthew Palmgren (CRD# 5697296) is an Investment Advisor Representative working at Capital Analysts in Worcester, MA and has over 14 years of experience in the finance industry.
Eric Paradis (CRD# 2850731) is an Investment Advisor Representative working at Capital Analysts in Dartmouth, MA and has over 27 years of experience in the finance industry.
Mandie Peters (CRD# 5161049) is an Investment Advisor Representative working at Capital Analysts in Severn, MD and has over 16 years of experience in the finance industry.
Robert Pryor (CRD# 6698092) is an Investment Advisor Representative working at Capital Analysts in Amherst, MA and has over 7 years of experience in the finance industry.
Gregory Randall (CRD# 2143449) is an Investment Advisor Representative working at Capital Analysts in Cleveland, OH and has over 32 years of experience in the finance industry.