Capital Financial Services LLC
Capital Financial Services LLC (CRD# 107960) is a financial advisory firm headquartered in Glenville, NY. They manage $58,665,619 in 386 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management59MILLION
Total Number of Accounts386ACCOUNTS
Average Account Value$151,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, MA, NY, TX
William Jerome (CRD# 4341505) is a Registered Investment Advisor, and owner of Capital Financial Services LLC in Glenville, NY and has 26 years of experience in the finance industry. William Jerome 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Capital Financial Services, LLC is a Fee Only financial planning and investment management firm, and a member of NAPFA