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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 | 2023-02-23 |
Branch Locations
1425 Jefferson Road, Rochester, NY 14623 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-16 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
1425 Jefferson Road, Rochester, NY 14623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 01/2014 | 08/2019 |
| Victor Central Schools | Victor | NY | 08/2002 | 07/2021 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 08/2014 | 08/2019 |
| Lincoln Investment | Rochester | NY | 01/2017 | 08/2019 |
| Lincoln Investment | Fort Washington | PA | 07/2021 | Present |
| Lincoln Investment | Fort Washington | PA | 08/2021 | Present |
SHO POOLS POSITION: Owner NATURE: Open and close swimming pools INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2003 ADDRESS: 1064 Willis Hill Road, Victor NY 14564, United States DESCRIPTION: Open and close swimming pools, I perform the labor SCHOFF'S SUGAR SHACK POSITION: Owner NATURE: We make maple syrup as a family and sell the excess to the public INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2001 ADDRESS: 1064 Willis Hill Road, Victor NY 14564, United States DESCRIPTION: Boil, filter, and sell maple syrup
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-26 |
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