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William Richard Stade

Capitol Securities Management, Inc.

Reston, VA

Glen Allen, VA

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Current Employers
Capitol Securities Management, Inc.

4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-11-05
VA RA APPROVED 1999-05-11
  • TX RA
    APPROVED
    Since 2015-11-05
  • VA RA
    APPROVED
    Since 1999-05-11

Branch Locations

12100 Sunset Hills Road Suite 100, Reston, VA 20190 • United States

4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • 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
Capitol Securities Management, Inc. Mclean VA 04/1999 Present
#Ia Capitol Securities Management, Inc. Wash DC 04/1999 Present
Other Businesses

Doing Business As: CS Wealth Management Investment-related: Yes Address: 12100 Sunset Hills Road Suite 100 Reston, VA 20190

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-11-15
S63 Uniform Securities Agent State Law Examination 1994-01-28
  • S65 Uniform Investment Adviser Law Examination
    1995-11-15
  • S63 Uniform Securities Agent State Law Examination
    1994-01-28
Designations

View on SEC IAPD

Other Firms

MASON INVESTMENT ADVISORY SERVICES INC
STAPLE INVESTMENTS LLC
CETERA INVESTMENT ADVISERS LLC
CERITY PARTNERS LLC
AUTUMN WIND ASSET MANAGEMENT INC
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
F L PUTNAM INVESTMENT MANAGEMENT CO.
WEALTHSPIRE ADVISORS

Other Investors

BRIAN MICHAEL KELLEY
SARAH E BAKER
Shayna Amalie Lebowitz
ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

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