Capital Estate Advisors, Inc.
Capital Estate Advisors, Inc. (CRD# 112098) is a financial advisory firm headquartered in New York, NY. They manage $62,000,000 in 339 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management62MILLION
Total Number of Accounts339ACCOUNTS
Average Account Value$182,891
- A percentage of assets under your management
- Hourly charges
- 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
- Educational seminars/workshops
Paul Reback (CRD# 1054239) is an Investment Advisor Representative working at Capital Estate Advisors, Inc. in New York, NY and has over 20 years of experience in the finance industry. Paul Reback has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.