Capital Financial Services LLC

Capital Financial Services LLC (CRD# 107960) is a financial advisory firm headquartered in Glenville, NY. They manage $63,847,695 in 430 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    430
    ACCOUNTS
  • Average Account Value
    $148,483
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, MA, NY, TX, VT

Financial Advisors at Capital Financial Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
William C. Jerome
CRD#: 4341505
133 Saratoga Rd, Professional Bldg, Glenville, NY 12302
70
Wealthminder
score

William Jerome (CRD# 4341505) is an Investment Advisor Representative working at Capital Financial Services LLC in Glenville, NY and has 1 year 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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