Be advised. This firm is no longer registered.

Capital Financial Services LLC

Capital Financial Services LLC (CRD# 107960) is a financial advisory firm headquartered in Clifton Park, NY. They manage $127,604,183 in 484 accounts and serve the financial needs of clients across 0 states (or territories).

Current Firm Details
855 Route 146, Suite 180, Clifton Park, NY 12065
https://www.linkedin.com/in/capitalfinancialservicesllc
By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    484
    ACCOUNTS
  • Average Account Value
    $263,645
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
The map below shows states where this firm has explicit registration only.

Financial Advisors at Capital Financial Services LLC
No Advisor Found.

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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