Capital Wealth Management, LLC

Capital Wealth Management, LLC (CRD# 157959) is a financial advisory firm headquartered in West Warwick, RI. They manage $764,545,042 in 534 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    765
    MILLION
  • Total Number of Accounts
    534
    ACCOUNTS
  • Average Account Value
    $1,431,732
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
  • Selection of other advisers (including private fund managers)
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, LA, MA, NC, NH, PA, RI, TX

Financial Advisors at Capital Wealth Management, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Peter J. Alofsin
CRD#: 2274434
1300 Division Road, Suite 203, West Warwick, RI 02893

Peter Alofsin (CRD# 2274434) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 27 years of experience in the finance industry. Peter Alofsin 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.

2
Palmira G. Azevedo
CRD#: 6355081
1300 Division Road, Suite 203, West Warwick, RI 02893

Palmira Azevedo (CRD# 6355081) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 7 years of experience in the finance industry.

3
Curt A. Caserta
CRD#: 2709324
1300 Division Road, Suite 203, West Warwick, RI 02893

Curt Caserta (CRD# 2709324) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 26 years of experience in the finance industry.

4
Lawrence F. Dooley
CRD#: 2376082
1300 Division Road, Suite 203, West Warwick, RI 02893

Lawrence Dooley (CRD# 2376082) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has 1 year of experience in the finance industry.

5
Lee A. Duckworth
CRD#: 2097591
1300 Division Road, Suite 203, West Warwick, RI 02893

Lee Duckworth (CRD# 2097591) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 25 years of experience in the finance industry. Lee Duckworth 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.

6
Brian A. Glatz
CRD#: 2785407
1300 Division Road, Suite 203, West Warwick, RI 02893

Brian Glatz (CRD# 2785407) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 10 years of experience in the finance industry.

7
Paul J. Long
CRD#: 1361886
1300 Division Road, Suite 203, West Warwick, RI 02893

Paul Long (CRD# 1361886) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 36 years of experience in the finance industry.

8
Michael Perreault
CRD#: 6692618
1300 Division Road, Suite 203, West Warwick, RI 02893

Michael Perreault (CRD# 6692618) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has 1 year of experience in the finance industry.

9
Bernard A. Poirier
CRD#: 4844757
1300 Division Road, Suite 203, West Warwick, RI 02893

Bernard Poirier (CRD# 4844757) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 18 years of experience in the finance industry.

10
Rebecca A. Records
CRD#: 4751183
1300 Division Road, Suite 203, West Warwick, RI 02893

Rebecca Records (CRD# 4751183) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 15 years of experience in the finance industry.

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