Joel E. Stillman
Professional summary
Joel Elliott Stillman, CFP®, who also goes by Joel E Stillman, is a registered financial advisor currently at CAPITOL FINANCIAL CONSULTANTS, INC. located in Mclean, Virginia.
Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Joel has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joel Elliott Stillman's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1986
Experience
December 13, 1989 - Present
CAPITOL FINANCIAL CONSULTANTS, INC.
Office #1: 8180 Greensboro Drive Suite 1150, Mclean, VA 22102March 7, 2000 - July 28, 2020
STERLING WEALTH MANAGEMENT, INC.
August 13, 1985 - May 18, 2018
CAPITOL SECURITIES MANAGEMENT, INC.
March 15, 1983 - July 9, 1985
INVESTORS SECURITY COMPANY, INC.
September 24, 1982 - February 10, 1983
DERAND/PENNINGTON/BASS, INC.
Primary Firm SEC Registration
CAPITOL FINANCIAL CONSULTANTS, INC.
CRD#: 109800 / SEC#: 801-31757
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/13/1989)
Exams
Current Firm
CAPITOL FINANCIAL CONSULTANTS, INC.
CRD#: 109800 / SEC#: 801-31757
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 419 |
| AUM (Assets Under Management) | $ 230,585,651 |
Red Flags
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