AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
GS

Gerald R. Skapyak

CAPITAL INVESTMENT GROUP
Tampa, FL 33629
Some features on this profile are disabled
CRD#: 2069520
GS

Professional summary


Gerald Roger Skapyak JR, who also goes by Gerald Roger Skapyak, Jerry Skapyak, is a registered financial professional currently at CAPITAL INVESTMENT GROUP, INC. located in Tampa, Florida.

Gerald is registered as a RR (Registered Representative) and started their career in finance in 1990. Gerald has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gerald Roger Skapyak | Jerry Skapyak

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Gerald Roger Skapyak JR's CRS (Customer Relationship Summary).
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®
None

Experience


Current

August 14, 2018 - Present

CAPITAL INVESTMENT GROUP, INC.

Office #1: 3709 W. Jetton Ave Ste 201, Tampa, FL 33629
BD
CRD#: 14752
Tampa, FL
Past

March 2, 2009 - October 13, 2017

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
TAMPA, FL
Past

February 10, 2009 - July 16, 2018

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
TAMPA, FL
Past

December 20, 2005 - February 9, 2009

TOUCHSTONE ADVISORS INC

RIA
CRD#: 107028
CINCINNATI, OH
Past

November 23, 2004 - October 20, 2008

W&S BROKERAGE SERVICES, INC.

BD
CRD#: 8099
LOUISVILLE, KY
Past

August 19, 2003 - March 7, 2005

TOUCHSTONE SECURITIES, INC.

BD
CRD#: 1526
CINCINNATI, OH
Past

July 8, 1996 - September 27, 2002

INVESTORS BROKERAGE SERVICES, INC.

BD
CRD#: 4257
ELGIN, IL
Past

September 30, 1993 - April 11, 1995

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

June 21, 1990 - August 13, 1990

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(8/14/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/23/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CI
CAPITAL INVESTMENT GROUP, INC.
CAPITAL INVESTMENT COMPANIES | CAPITAL INVESTMENT GROUP, INC.

CRD#: 14752 / SEC#: , 8-31225

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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
100 E. Six Forks Road Ste 200, Raleigh, NC 27609
Mailing Address
P.o. Box 32249, Raleigh, NC 27622
Phone number
(919) 831-2370
Established
North Carolina since 01/06/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
R.B.S.B. FAMILY TRUSTOWNER
NICHOLSON, WILLIAM BATEMAN SRSHAREHOLDER2585041
BATTLE, RICHARD STAATSSHAREHOLDER2349045
BROOKS, BENJAMIN TIMOTHY IIIPRESIDENT2206321
BRYANT, RICHARD KINGCEO/TREASURER/FINOP/CO-TRUSTEE1069685
DRESSLER, KURT ALANSHAREHOLDER2381036
EDDINS, WILLIAM HAROLD JRASSISTANT VICE PRESIDENT1724993
HARDEN, RONALD TODDSHAREHOLDER1528810
KING, RONALD LEECHIEF COMPLIANCE OFFICER2530489
MCDONALD, CORNELIUS TRAWICK IIIASSISTANT VICE PRESIDENT1288377
SADLER, SUZANNE BRYANTCO-TRUSTEE6313854

Disclosures


Regulatory Event7
Arbitration3

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.

Company Information


CAPITAL INVESTMENT GROUP, INC.

CRD#: 14752Tampa, FL 33629

TRUST BUT VERIFY

Monitor Gerald Skapyak

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


John Jaime Valencia
John ValenciaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
LARGO, FL
Spiros Vassilakos
Spiros VassilakosAdvisorCheck Check Mark
CSENGE ADVISORY GROUP, LLC
IAR
Tarpon Springs, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics