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James Michael Gissy

Capital Management Services, Inc.

Manchester, MO

CRD 871546

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Employer firm

Capital Management Services, Inc. CRD 118260

$145M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Capital Management Services, Inc.

410 Sovereign Ct. Suite 13, Manchester, MO 63011 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 1995-10-01
  • MO RA
    APPROVED
    Since 1995-10-01

Branch Locations

410 Sovereign Ct. Suite 14, Manchester, MO 63021 • 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
Capital Management Services, Inc. Manchester MO 09/1986 Present
Other Businesses

OWNER OF GISSY GROUP LLC - OFFICE CONDO RENTALS & OWNERSHIP 1 HR PER MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-19
S63 Uniform Securities Agent State Law Examination 1979-10-10
  • S65 Uniform Investment Adviser Law Examination
    2025-12-19
  • S63 Uniform Securities Agent State Law Examination
    1979-10-10
Other Names
  • James Michael Gissy
  • James Michael Gissy

View on SEC IAPD

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