Capital Analysts
Capital Analysts (CRD# 162200) is a financial advisory firm headquartered in Fort Washington, PA. They manage $7,095,906,836 in 22,363 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management7,096MILLION
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Total Number of Accounts22,363ACCOUNTS
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Average Account Value$317,306
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Steven Dubin (CRD# 837244) is an Investment Advisor Representative working at Capital Analysts in Braintree, MA and has over 35 years of experience in the finance industry.
Christopher Duffy (CRD# 4141081) is an Investment Advisor Representative working at Capital Analysts in Braintree, MA and has over 23 years of experience in the finance industry.
Christopher Eklund (CRD# 5895832) is an Investment Advisor Representative working at Capital Analysts in Pembroke, MA and has over 13 years of experience in the finance industry.
Joseph Fabiano (CRD# 4881105) is an Investment Advisor Representative working at Capital Analysts in Braintree, MA and has over 19 years of experience in the finance industry.
Margaret Fredrickson (CRD# 3121543) is an Investment Advisor Representative working at Capital Analysts in Braintree, MA and has over 25 years of experience in the finance industry.
Patrick Furnari (CRD# 1195211) is an Investment Advisor Representative working at Capital Analysts in Braintree, MA and has over 21 years of experience in the finance industry.
Thomas Genco (CRD# 2957076) is an Investment Advisor Representative working at Capital Analysts in Cleveland, OH and has over 25 years of experience in the finance industry.
Deborah George (CRD# 4383646) is an Investment Advisor Representative working at Capital Analysts in Cleveland, OH and has 1 year of experience in the finance industry.
Jeffrey Gordon (CRD# 5195140) is an Investment Advisor Representative working at Capital Analysts in Worthington, OH and has over 17 years of experience in the finance industry.
Erik Hacker (CRD# 2854530) is an Investment Advisor Representative working at Capital Analysts in Braintree, MA and has over 27 years of experience in the finance industry.