Capital Estate Advisors, Inc.

Capital Estate Advisors, Inc. (CRD# 112098) is a financial advisory firm headquartered in , . They manage $98,114,931 in 321 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.facebook.com/capitalestateadvisors
By the Numbers
  • Total Assets Under Management
    98
    MILLION
  • Total Number of Accounts
    321
    ACCOUNTS
  • Average Account Value
    $305,654
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Capital Estate Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Paul Reback, financial advisor New York NY
Paul S. Reback
CRD#: 1054239
116 Central Park South, Ste.6, New York, NY 10019

Paul Reback (CRD# 1054239) is an Investment Advisor Representative working at Capital Estate Advisors, Inc. in New York, NY and has over 26 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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