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William Charles Voliva

Capital Analysts

Marlton, NJ

Lincoln Investment

Lavallette, NJ

Marlton, NJ

CRD 2181217

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Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2016-12-01
  • NJ RA
    APPROVED
    Since 2016-12-01

Branch Locations

10000 Sagemore Dr. Ste. 10201, Marlton, NJ 08053 • United States

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2016-11-30
  • NJ RA
    APPROVED
    Since 2016-11-30

Branch Locations

Lavallette, NJ • United States

Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • 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
Lincoln Investment Iselin NJ 09/2016 Present
Unemployed Piscataway NJ 08/2015 09/2016
  • 09/2016 → Present
    Lincoln Investment
    Iselin, NJ
  • 08/2015 → 09/2016
    Unemployed
    Piscataway, NJ
Previous Registrations
  • 2002-07-30 → 2015-08-14
    Lincoln Investment
    Iselin, NJ
    Iselin, NJ
    Marlton, NJ
    Piscataway, NJ
    Florham Park, NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-01-18
  • S63 Uniform Securities Agent State Law Examination
    1993-01-18
Designations
  • Certified Financial Planner

View on SEC IAPD

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