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Angela Hopkins

19 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
3,745 clients
Average Client Portfolio
$486K average
Assets Under Management
$1.8B

Fee Structure

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Location

89 Headquarters Plaza North, Suite 1430, Morristown, NJ, 07960

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Angela is on the Membership Committee for BNI Business Developers, monitoring membership for a franchise since October 2024. She spends a few hours per week on this activity.

Employment History
Current Registrations
Capitol Securities Management, INC.Broker
April 2009 - Present · 16 yrs 10 mos
Capitol Securities Management, INC.
April 2009 - Present · 16 yrs 10 mos
Capitol Securities Management, INC.
April 2009 - Present · 16 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
July 2006 - May 2009 · 2 yrs 10 mos
UBS Financial Services INC.Broker
May 2006 - May 2009 · 3 yrs
State Registrations15 states
CTDEFLIDINMENCNHNJNYOHPAUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Angela Hopkins - Financial Advisor | TrueAdvisor