Capital Estate Advisors, Inc.
Capital Estate Advisors, Inc. (CRD# 112098) is a financial advisory firm headquartered in New York, NY. They manage $68,435,500 in 147 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management68MILLION
Total Number of Accounts147ACCOUNTS
Average Account Value$465,548
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
Paul Reback (CRD# 1054239) is an Investment Advisor Representative working at Capital Estate Advisors, Inc. in New York, NY and has over 18 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.