Capital Insights Group Of Wny, LLC

Capital Insights Group Of Wny, LLC (CRD# 282909) is a financial advisory firm headquartered in Buffalo, NY. They manage $37,570,637 in 312 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
640 Ellicott Street, Mailbox 10, Buffalo, NY 14203
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    312
    ACCOUNTS
  • Average Account Value
    $120,419
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Capital Insights Group Of Wny, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Bruce Carrow, financial advisor Buffalo NY
Bruce L. Carrow
CRD#: 1490841
640 Ellicott Street, Mailbox 10, Buffalo, NY 14203

Bruce Carrow (CRD# 1490841) is an Investment Advisor Representative working at Capital Insights Group Of Wny, LLC in Buffalo, NY and has over 37 years of experience in the finance industry.

2
Christopher Cinelli, financial advisor Buffalo NY
Christopher R. Cinelli
CRD#: 4856665
640 Ellicott Street, Mailbox 10, Buffalo, NY 14203

Christopher Cinelli (CRD# 4856665) is an Investment Advisor Representative working at Capital Insights Group Of Wny, LLC in Buffalo, NY and has over 19 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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