Best Investors
Account
Sign in
Best Investors
Account
Sign in
570 Carlisle St, Hanover, PA 17331 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fischer Cunnane & Associates Ltd | West Chester | PA | 01/2014 | 06/2021 |
| The Quantify Group | Exton | PA | 06/2021 | 09/2022 |
| Element Risk Management Llc | West Chester | PA | 09/2022 | Present |
| Element Wealth Advisors | West Chester | PA | 09/2025 | Present |
| Element Wealth Llc Dba Element Risk Wealth Advisors | West Chester | PA | 10/2025 | Present |
1. I am the accountant for Element Risk Management LLC, acting as their Director of Finance. I am also a 50% owner of a small bookkeeping LLC named Capstone Consulting Company LLC. This LLC provides bookkeeping services for small businesses. 2. Capstone Consulting Co LLC; Investment Related: No; Position: Founder & Partner; Responsibilities: He prepares the books for small business and for some clients prepare their annual taxes; Start date of business: 10/9/2024; Approx hours devoted inside/outside of trading hours: Currently, only 2 hours per month. That increases a little bit during tax season (February-April15th, 4 hours per month); Percentage of total yearly compensation expected to be derived from the business: 5% of my total compensation.
Reach out to this advisor