Herbert
Wolf
Capitol Securities Management, Inc
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About this Advisor
Herbert Wolf is a financial advisor based in Frederick, Maryland, working with Capitol Securities Management, Inc. Herbert has previously worked at Wolf Realty Associates, Cantella & Co., Inc, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, and Capitol Securities Management. Herbert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Herbert is currently part of Capitol Securities Management, Inc, which operates in Frederick, Maryland. The firm has 37 offices and 170 employees. Capitol Securities Management, Inc manages $1.8 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services such as financial planning, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting, selection of other advisers, and educational seminars. The fee structures at Capitol Securities Management, Inc include asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capitol Securities Management, Inc Brokerage Details
$1,818,741,357
170
3,745
$485,645
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Herbert Wolf Work History
Capitol Securities Management
Wolf Realty Associates
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Cantella & Co., Inc
Cantella & Co., Inc
Disclosures
Please visit the SEC profile of Herbert Wolf to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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