Investors Capital Advisory

Investors Capital Advisory (CRD# 30613) is a financial advisory firm headquartered in Lynnfield, MA. They manage $1,571,308,282 in 7,960 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,571
    MILLION
  • Total Number of Accounts
    7,960
    ACCOUNTS
  • Average Account Value
    $197,401
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Investors Capital Advisory
Showing 1 - 10 of 297 top financial advisors.
1
Robert J. Cryts
CRD#: 2194707
100 Trade Center, Suite 725, Woburn, MA 01801
98
Wealthminder
score
Robert Cryts (CRD# 2194707) is an Investment Advisor Representative working at Investors Capital Advisory in Woburn, MA and has over 24 years of experience in the finance industry.
2
Stephen Donnelly
CRD#: 1294906
14 Melanie way, Manahawkin, NJ 08050
98
Wealthminder
score

Stephen Donnelly (CRD# 1294906) is an Investment Advisor Representative working at Investors Capital Advisory in Lynnfield, MA and has over 19 years of experience in the finance industry.

3
Richard P. Biagiotti
CRD#: 1721566
40 Salem Street, Bldg 2, Suite 9, Lynnfield, MA 01940
96
Wealthminder
score

Richard Biagiotti (CRD# 1721566) is an Investment Advisor Representative working at Investors Capital Advisory in Lynnfield, MA and has over 29 years of experience in the finance industry. Richard Biagiotti 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.

4
Stacey L. Blodgett
CRD#: 3146316
46 South Main Street, Unit 3, Concord, NH 03301
96
Wealthminder
score

Stacey Blodgett (CRD# 3146316) is an Investment Advisor Representative working at Investors Capital Advisory in Concord, NH and has over 17 years of experience in the finance industry. Stacey Blodgett 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.

5
Deni D. Dufault
CRD#: 2223239
6 Kimball Lane, Lynnfield, MA 01940
96
Wealthminder
score

Deni Dufault (CRD# 2223239) is an Investment Advisor Representative working at Investors Capital Advisory in Lynnfield, MA and has over 24 years of experience in the finance industry.

6
Amber D. Eduvigen
CRD#: 4713865
9012 N. Kelley Avenue, Oklahoma City, OK 73131
96
Wealthminder
score

Amber Eduvigen (CRD# 4713865) is an Investment Advisor Representative working at Investors Capital Advisory in Oklahoma City, OK and has over 9 years of experience in the finance industry. Amber Eduvigen 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.

7
Jeffrey S. Engler
CRD#: 2658578
50 Founders Plaza, Suite 305, East Hartford, CT 06108
96
Wealthminder
score

Jeffrey Engler (CRD# 2658578) is an Investment Advisor Representative working at Investors Capital Advisory in East Hartford, CT and has over 21 years of experience in the finance industry. Jeffrey Engler 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.

8
Marta R. Fosco
CRD#: 2642027
Hicksville, NY
96
Wealthminder
score

Marta Fosco (CRD# 2642027) is an Investment Advisor Representative working at Investors Capital Advisory in Hicksville, NY and has over 21 years of experience in the finance industry.

9
Norman L. Hart
CRD#: 4115526
325-d Kennedy Memorial Drive, Waterville, ME 04901
96
Wealthminder
score

Norman Hart (CRD# 4115526) is an Investment Advisor Representative working at Investors Capital Advisory in Waterville, ME and has over 14 years of experience in the finance industry. Norman Hart 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.

10
Barbara A. Headley
CRD#: 1647236
750 Route 73 South, Suite 101, Marlton, NJ 08053
96
Wealthminder
score

Barbara Headley (CRD# 1647236) is an Investment Advisor Representative working at Investors Capital Advisory in Marlton, NJ and has over 29 years of experience in the finance industry.

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