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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2022-06-13 |
Branch Locations
2293 Millersport Highway, Getzville, NY 14068 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-25 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
61 John Muir Dr. Ste. 100, Amherst, NY 14228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Williamsville | NY | 02/1995 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 07/2011 | 09/2019 |
| Lincoln Investment | Getzville | NY | 01/2017 | Present |
JOHN SCIOLI INC POSITION: President NATURE: capture revenue for accounting purposes INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2010 ADDRESS: 8340 Bridlewood, East Amherst NY 14051, United States DESCRIPTION: capture revenue for accounting purposes.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-03-30 |
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