Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2021-05-15 |
Branch Locations
640 Johnson Ave. Ste. 102, Bohemia, NY 11716 • 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
640 Johnson Ave. Ste. 102, Bohemia, NY 11716 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 06/2005 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 10/2006 | 09/2019 |
| Lincoln Investment | Bohemia | NY | 01/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-14 |
Reach out to this advisor