Be advised. This firm is no longer registered.

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 37 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
Ricky V. Huff
CRD#: 4114725
3000 Broadway, Suite 2a, Mount Vernon, IL 62864
96
Wealthminder
score

Ricky Huff (CRD# 4114725) is an Investment Advisor Representative working at Investors Capital Advisory in Mount Vernon, IL and has over 18 years of experience in the finance industry. Ricky Huff 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
Mary P. O'malley
CRD#: 1439460
2727 W. Leland, #2, Chicago, IL 60625
96
Wealthminder
score

Mary O'malley (CRD# 1439460) is an Investment Advisor Representative working at Investors Capital Advisory in Chicago, IL and has over 27 years of experience in the finance industry. Mary O'malley 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
Gary L. Olson
CRD#: 5902580
12501 Dutch Forest Place, Edmond, OK 73013
96
Wealthminder
score

Gary Olson (CRD# 5902580) is an Investment Advisor Representative working at Investors Capital Advisory in Edmond, OK and has over 7 years of experience in the finance industry. Gary Olson 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
Louis J. Schwarz
CRD#: 1271543
The Villages, FL
96
Wealthminder
score

Louis Schwarz (CRD# 1271543) is an Investment Advisor Representative working at Investors Capital Advisory in The Villages, FL and has over 33 years of experience in the finance industry. Louis Schwarz 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
Brendan E. Ahern
CRD#: 2973108
6 Kimball Lane, Lynnfield, MA 01940
93
Wealthminder
score

Brendan Ahern (CRD# 2973108) is an Investment Advisor Representative working at Investors Capital Advisory in Lynnfield, MA and has over 20 years of experience in the finance industry.

8
Gerald F. Bonner
CRD#: 4385523
6 Kimball Lane, Lynnfield, MA 01940
93
Wealthminder
score

Gerald Bonner (CRD# 4385523) is an Investment Advisor Representative working at Investors Capital Advisory in Lynnfield, MA and has over 16 years of experience in the finance industry.

9
John A. Hollosy
CRD#: 2211751
6 Kimball Lane, Lynnfield, MA 01940
93
Wealthminder
score

John Hollosy (CRD# 2211751) is an Investment Advisor Representative working at Investors Capital Advisory in Lynnfield, MA and has over 26 years of experience in the finance industry.

10
Joseph P. Horn
CRD#: 5208015
Arlington, VA
93
Wealthminder
score

Joseph Horn (CRD# 5208015) is an Investment Advisor Representative working at Investors Capital Advisory in Arlington, VA and has over 7 years of experience in the finance industry.

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