Best Investors Account Sign in

Kent S Niebuhr

Capital Analysts

Peabody, MA

CRD 2402127

Claim This Profile
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
MA RA APPROVED 2022-12-08
  • MA RA
    APPROVED
    Since 2022-12-08

Branch Locations

2 First Avenue Suite 102, Peabody, MA 01960 • 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 Waltham MA 07/2015 Present
Capital Analysts, Llc Waltham MA 11/2022 Present
  • 07/2015 → Present
    Lincoln Investment
    Waltham, MA
  • 11/2022 → Present
    Capital Analysts, Llc
    Waltham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-01
S63 Uniform Securities Agent State Law Examination 2019-07-16
  • S66 Uniform Combined State Law Examination
    2022-11-01
  • S63 Uniform Securities Agent State Law Examination
    2019-07-16
Other Names
  • Kent S Niebuhr
  • Kent Spencer Niebuhr

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
FINANCIAL TRANSPARENCY
UBS FINANCIAL SERVICES INC.

Nearby Investors

MARION BLATSOS GILMAN
MARC STUART FREEDMAN
CHRISTIAN MICHAEL KARCHER

Nearby Offices

LPL FINANCIAL LLC · PEABODY, MA
LPL FINANCIAL LLC · PEABODY, MA
FINANCIAL TRANSPARENCY · Peabody, MA

More in Peabody, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor