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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    492
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $1,893,837
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
  • 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.

CA, CT, FL, MA, ME, NH, NJ, NY, PA, TX

Financial Advisors at Purkiss Capital Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Richard A. Purkiss
CRD#: 1234195
Ridgefield, CT

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.

2
Thomas P. Snayd
CRD#: 3008088
Ridgefield, CT

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.

3
Karen Ogden
CRD#: 4844105
Ridgefield, CT

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.

4
Sean F. Walsh
CRD#: 2194473
Sharon, MA

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.

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