Purkiss Capital Advisors, LLC
Purkiss Capital Advisors, LLC (CRD# 124324) is a financial advisory firm headquartered in , . They manage $205,586,180 in 578 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management206MILLION
Total Number of Accounts578ACCOUNTS
Average Account Value$355,685
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
CT, FL, MA, NH, NY, PA
Richard Purkiss (CRD# 1234195) is an Investment Advisor Representative working at Purkiss Capital Advisors, LLC in Ridgefield, CT and has over 23 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 20 years of experience in the finance industry.