Capital Wealth Investments

Capital Wealth Investments (CRD# 311698) is a financial advisory firm headquartered in Scranton, PA. They manage $328,329,730 in 1,396 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
132 Adams Avenue, Scranton, PA 18503
https://www.facebook.com/capital-wealth-investments-244943009438236
By the Numbers
  • Total Assets Under Management
    328
    MILLION
  • Total Number of Accounts
    1,396
    ACCOUNTS
  • Average Account Value
    $235,193
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA

Financial Advisors at Capital Wealth Investments
Showing 1 - 2 of 2 top financial advisors.
1
Sandra Galdieri Kosiba, financial advisor Scranton PA
Sandra J. Galdieri Kosiba
CRD#: 1651500
132 Adams Avenue, Scranton, PA 18503

Sandra Galdieri Kosiba (CRD# 1651500) is an Investment Advisor Representative working at Capital Wealth Investments in Scranton, PA and has over 19 years of experience in the finance industry.

2
Tracy Zullo, financial advisor Scranton PA
Tracy A. Zullo
CRD#: 4293982
132 Adams Avenue, Scranton, PA 18503

Tracy Zullo (CRD# 4293982) is an Investment Advisor Representative working at Capital Wealth Investments in Scranton, PA and has over 23 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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