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EB
EB

Edwin Clary Bartlett

Capitol Securities Management, INC.
11 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Capitol Securities Management, INC.
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

Location

4050 Innslake Drive, Suite 250, Glen Allen, VA, 23060

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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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Employment History
Current Registrations
Capitol Securities Management, INC.
April 2021 - Present · 4 yrs 10 mos
Capitol Securities Management, INC.Broker
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2015 - April 2021 · 6 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2015 - April 2021 · 6 yrs 3 mos
Purshe Kaplan Sterling InvestmentsBroker
September 2014 - November 2014 · 2 mos
State Registrations11 states
CACTFLMNNCNYPASCTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.