Capital Wealth Management, LLC

Capital Wealth Management, LLC (CRD# 157959) is a financial advisory firm headquartered in West Warwick, RI. They manage $858,037,632 in 601 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    858
    MILLION
  • Total Number of Accounts
    601
    ACCOUNTS
  • Average Account Value
    $1,427,683
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
The map below shows states where this firm has explicit registration only.

CT, FL, LA, MA, NH, NY, PA, RI, TX

Financial Advisors at Capital Wealth Management, LLC
Showing 1 - 10 of 12 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 29 years of experience in the finance industry.

2
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 27 years of experience in the finance industry.

3
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.

4
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 27 years of experience in the finance industry.

5
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 12 years of experience in the finance industry.

6
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 38 years of experience in the finance industry.

7
Michael G. 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.

8
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 20 years of experience in the finance industry.

9
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 17 years of experience in the finance industry.

10
James B. Speights
CRD#: 1362050
1300 Division Road, Suite 203, West Warwick, RI 02893

James Speights (CRD# 1362050) 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.

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