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Employer firm

Capital A Wealth Management CRD 328863

$613M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Capital A Wealth Management

8050 Rowan Road Suite 401, Cranberry Twp., PA 16066 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-02-17
  • PA RA
    APPROVED
    Since 2025-02-17

Branch Locations

8050 Rowan Road Suite 401, Cranberry Township, PA 16066 • United States

8050 Rowan Road Suite 401, Cranberry Twp., PA 16066 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital A Wealth Management Cranberry Twp. PA 02/2025 Present
S.R. Snodgrass, P.C. Cranberry Twp. PA 10/2022 10/2024
Rsm Us Llp Cleveland OH 01/2021 03/2021
Grand Canyon University Phoenix AZ 09/2019 05/2021
Unemployed Minor Cranberry Twp. PA 02/2014 09/2019
Unemployed Cranberry Twp. PA 06/2022 10/2022
Unemployed Cranberry Twp. PA 11/2024 02/2025
Amazon Cranberry Twp. PA 08/2020 12/2020
Butler Community College El Dorado KS 08/2021 05/2022
  • 02/2025 → Present
    Cranberry Twp., PA
  • 10/2022 → 10/2024
    S.R. Snodgrass, P.C.
    Cranberry Twp., PA
  • 01/2021 → 03/2021
    Rsm Us Llp
    Cleveland, OH
  • 09/2019 → 05/2021
    Grand Canyon University
    Phoenix, AZ
  • 02/2014 → 09/2019
    Unemployed Minor
    Cranberry Twp., PA
  • 06/2022 → 10/2022
    Unemployed
    Cranberry Twp., PA
  • 11/2024 → 02/2025
    Unemployed
    Cranberry Twp., PA
  • 08/2020 → 12/2020
    Amazon
    Cranberry Twp., PA
  • 08/2021 → 05/2022
    Butler Community College
    El Dorado, KS
Other Businesses

10/2024: CAPITAL A TAX SOLUTIONS, LLC. ACCOUNTANT. TAX PREPARATION SERVICES. 312 NO JEFFERSON STREET NEW CASTLE, PA 16101. TIME SPENT= 40 HOURS PER WEEK. INSURANCE AGENT. LIFE, ACCIDENT, HEALTH. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TIME SPENT= 20 HOURS PER MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-25
  • S65 Uniform Investment Adviser Law Examination
    2025-01-25
Other Names
  • Brett Edward Nesbitt

View on SEC IAPD

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