JS
Joel E. Stillman
CAPITOL FINANCIAL CONSULTANTS
MCLEAN, VA 22102
Some features on this profile are disabled
CRD#: 1066690
JS
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
What are your service offerings?
Insurance Planning
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Estate Planning
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Joel E Stillman
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)Name of Business: CAPITOL FINANCIAL CONSULTANTS, INC Investment-related: YES Address: 8180 GREENSBORO DR SUITE 1150, MCLEAN, VA Nature of the other business: FINANCIAL ADVISORY Position, title, or relationship with the other business: PRESIDENT, COO Start date: 1988 Approx # of hours/month you devote to the other business: 80 Approx # of hours/month you devote to the other business during securities trading hours: 80 Describe your duties relating to the other business: Management,Financial Planning 2)Name of Business: JOJES INC. Investment-related: YES Address: 8180 GREENSBORO DRIVE SUITE 1150, MCLEAN, VA Nature of the other business: INSURANCE BROKERAGE Position, title, or relationship with the other business: PRESIDENT, DIRECTOR, OWNER Start date: 1992 Approximate number of hours/month you devote to the other business: 1 Approx # of hours/month you devote to the other business during securities trading hours: 0 Describe your duties relating to the other business: MANAGEMENT 3)Name of Business: BASKETBALL REFEREE Investment-related: NO Address: 9125 CRICKLEWOOD CT, VIENNA, VA Nature of the other business: BASKETBALL Position, title, or relationship with the other business: REFEREE Start date: 1992 Approx # of hours/month you devote to the other business: 8-10 Approx # of hours/month you devote to the other business during securities trading hours: 0 Describe your duties relating to the other business: REFEREE BASKETBALL GAMES
CRS (Client Relationship Summary) - RIA
Click below to view Joel Elliott Stillman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1986
Experience
Current
December 13, 1989 - Present
CAPITOL FINANCIAL CONSULTANTS, INC.
Office #1: 8180 Greensboro Drive Suite 1150, Mclean, VA 22102RIA
CRD#: 109800
MCLEAN, VA
Past
March 7, 2000 - July 28, 2020
STERLING WEALTH MANAGEMENT, INC.
RIA
CRD#: 109805
MCLEAN, VA
Past
August 13, 1985 - May 18, 2018
CAPITOL SECURITIES MANAGEMENT, INC.
BD
CRD#: 14169
MCLEAN, VA
Past
March 15, 1983 - July 9, 1985
INVESTORS SECURITY COMPANY, INC.
BD
CRD#: 2331
Past
September 24, 1982 - February 10, 1983
DERAND/PENNINGTON/BASS, INC.
BD
CRD#: 4679
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CAPITOL FINANCIAL CONSULTANTS, INC.
CAPITAL FINANCIAL CONSULTANT INC | CAPITOL FINANCIAL CONSULTANTS, INC. | CAPITAL FINANCIAL CONSULTANTS, INC.
CRD#: 109800 / SEC#: 801-31757
RIA
Registered Investment Advisory firm - (4/22/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Virginia(12/13/1989)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CF
CAPITOL FINANCIAL CONSULTANTS, INC.
CAPITAL FINANCIAL CONSULTANT INC | CAPITOL FINANCIAL CONSULTANTS, INC. | CAPITAL FINANCIAL CONSULTANTS, INC.
CRD#: 109800 / SEC#: 801-31757
RIA
Registered Investment Advisory firm - (4/22/1988 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
8180 Greensboro Drive Suite 1150, Mclean, VA 22102
Mailing Address
Phone number
(703) 821-2000
Established
Firm type
Fiscal year end
# of Employees
4
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
