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Capital Analysts CRD 162200
$8.77B regulatory AUM 57 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-08-20 |
Branch Locations
2001 L Street Nw Suite 500, Washington, DC 20036 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-08-19 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
2001 L Street Nw Ste. 500, Washington, DC 20036 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Congressman Mike Honda (Ret) | San Jose | CA | 08/2016 | 11/2016 |
| New York State Assembly | New York | NY | 11/2016 | 04/2018 |
| Unemployed | Riverdale | NY | 04/2018 | 05/2018 |
| Axa Advisors, Llc | New York | NY | 05/2018 | 05/2019 |
| Pruco Securities Llc | White Plains | NY | 05/2019 | 10/2020 |
| The Prudential Insurance Company Of America | White Plains | NY | 06/2019 | 10/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Paramus | NJ | 10/2020 | 07/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 10/2022 | 05/2024 |
| Lincoln Investment | Fort Washington | PA | 08/2024 | Present |
| Capital Analysts | Fort Washington | PA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-23 |
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