Purkiss Capital Advisors, LLC

Purkiss Capital Advisors, LLC (CRD# 124324) is a financial advisory firm headquartered in , . They manage $173,955,829 in 416 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    174
    MILLION
  • Total Number of Accounts
    416
    ACCOUNTS
  • Average Account Value
    $418,163
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
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.

CT, FL, MA, NH, NY, PA

Financial Advisors at Purkiss Capital Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard A. Purkiss
CRD#: 1234195
62 Barry Avenue, Ridgefield, CT 06877
96
Wealthminder
score

Richard Purkiss (CRD# 1234195) is an Investment Advisor Representative working at Purkiss Capital Advisors, LLC in Ridgefield, CT and has over 22 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.

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