Capital Counsel LLC

Capital Counsel LLC (CRD# 109001) is a financial advisory firm headquartered in New York, NY. They manage $2,326,489,479 in 680 accounts and serve the financial needs of clients across 19 states (or territories).

Current Firm Details
527 Madison Ave., 19th Floor, New York, NY 10022
https://capitalcounsel.com
By the Numbers
  • Total Assets Under Management
    2,326
    MILLION
  • Total Number of Accounts
    680
    ACCOUNTS
  • Average Account Value
    $3,421,308
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DC, FL, IL, MA, MD, ME, NE, NH, NJ, NY, PA, SC, TN, TX, VA, VT

Financial Advisors at Capital Counsel LLC
Showing 1 - 9 of 9 top financial advisors.
1
Justin Berrie, financial advisor New York NY
Justin B. Berrie
CRD#: 6318009
527 Madison Ave., 19th Floor, New York, NY 10022

Justin Berrie (CRD# 6318009) is an Investment Advisor Representative working at Capital Counsel LLC in New York, NY and has 1 year of experience in the finance industry.

2
Lauren Blum, financial advisor New York NY
Lauren Blum
CRD#: 5121434
527 Madison Ave., 19th Floor, New York, NY 10022

Lauren Blum (CRD# 5121434) is an Investment Advisor Representative working at Capital Counsel LLC in New York, NY and has 1 year of experience in the finance industry.

3
Abraham Freidin, financial advisor New York NY
Abraham J. Freidin
CRD#: 7243324
527 Madison Ave., 19th Floor, New York, NY 10022

Abraham Freidin (CRD# 7243324) is an Investment Advisor Representative working at Capital Counsel LLC in New York, NY and has 1 year of experience in the finance industry.

4
Matthew Friedman, financial advisor New York NY
Matthew Friedman
CRD#: 7412009
527 Madison Ave., 19th Floor, New York, NY 10022

Matthew Friedman (CRD# 7412009) is an Investment Advisor Representative working at Capital Counsel LLC in New York, NY and has 1 year of experience in the finance industry.

5
Terence Greene, financial advisor New York NY
Terence S. Greene
CRD#: 2199432
527 Madison Ave., 19th Floor, New York, NY 10022

Terence Greene (CRD# 2199432) is an Investment Advisor Representative working at Capital Counsel LLC in New York, NY and has 1 year of experience in the finance industry.

6
Samuel Magid, financial advisor New York NY
Samuel A. Magid
CRD#: 7412011
527 Madison Ave., 19th Floor, New York, NY 10022

Samuel Magid (CRD# 7412011) is an Investment Advisor Representative working at Capital Counsel LLC in New York, NY and has 1 year of experience in the finance industry.

7
Pauline Meehan, financial advisor New York NY
Pauline Meehan
CRD#: 7412016
527 Madison Ave., 19th Floor, New York, NY 10022

Pauline Meehan (CRD# 7412016) is an Investment Advisor Representative working at Capital Counsel LLC in New York, NY and has 1 year of experience in the finance industry.

8
Nicole Scarpati, financial advisor New York NY
Nicole R. Scarpati
CRD#: 2348067
527 Madison Ave., 19th Floor, New York, NY 10022

Nicole Scarpati (CRD# 2348067) is an Investment Advisor Representative working at Capital Counsel LLC in New York, NY and has 1 year of experience in the finance industry.

9
F Smith, financial advisor New York NY
F R. Smith
CRD#: 427521
527 Madison Ave., 19th Floor, New York, NY 10022

F Smith (CRD# 427521) is an Investment Advisor Representative working at Capital Counsel LLC in New York, NY and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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