Purkiss Capital Advisors, LLC
Purkiss Capital Advisors, LLC (CRD# 124324) is a financial advisory firm headquartered in , . They manage $492,397,537 in 260 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management492MILLION
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Total Number of Accounts260ACCOUNTS
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Average Account Value$1,893,837
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CT, FL, MA, ME, NH, NJ, NY, PA, TX
Richard Purkiss (CRD# 1234195) is an Investment Advisor Representative working at Purkiss Capital Advisors, LLC in Ridgefield, CT and has over 28 years of experience in the finance industry. Richard Purkiss 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.
Thomas Snayd (CRD# 3008088) is an Investment Advisor Representative working at Purkiss Capital Advisors, LLC in Ridgefield, CT and has over 24 years of experience in the finance industry. Thomas Snayd 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.
Karen Ogden (CRD# 4844105) is an Investment Advisor Representative working at Purkiss Capital Advisors, LLC in Ridgefield, CT and has 1 year of experience in the finance industry. Karen Ogden 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.
Sean Walsh (CRD# 2194473) is an Investment Advisor Representative working at Purkiss Capital Advisors, LLC in Sharon, MA and has over 28 years of experience in the finance industry.