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).
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Total Assets Under Management2,326MILLION
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Total Number of Accounts680ACCOUNTS
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Average Account Value$3,421,308
- A percentage of assets under your management
- 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
AZ, CA, CT, DC, FL, IL, MA, MD, ME, NE, NH, NJ, NY, PA, SC, TN, TX, VA, VT
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.
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.
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.
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.
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.
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.
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.
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.
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.