Cort F. Meinelschmidt

CAPITAL INVESTMENT ADVISORY SERVICES

HAGERSTOWN, MD 21742

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CRD#: 4757304

Professional summary

Cort Frederick Meinelschmidt is a registered financial advisor currently at CAPITAL INVESTMENT ADVISORY SERVICES, LLC located in Hagerstown, Maryland.

Cort is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Cort has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Cort Meinelschmidt is the president of Meinelschmdit Distillery; Investment Related: No; Location: 54 South Potomac St, Suite 102 Hagerstown Maryland 21740 USA; Description of the business: Distillery; Start date with business: 2021-03-05; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 0.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cort Frederick Meinelschmidt'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

January 7, 2025 - Present

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

Office #1: 38 South Potomac St Suite 203, Hagerstown, MD 21742

RIA

CRD#: 149124

HAGERSTOWN, MD

Past

April 4, 2012 - January 9, 2018

CAPITAL INVESTMENT GROUP, INC.

CRD#: 14752

HAGERSTOWN, MD

Past

August 2, 2011 - April 14, 2025

SENTINEL CAPITAL SOLUTIONS

RIA

CRD#: 157844

HAGERSTOWN, MD

Past

July 8, 2011 - March 7, 2012

WFG ADVISORS, LP

RIA

CRD#: 125073

HAGERSTOWN, MD

Past

July 8, 2011 - February 17, 2012

WFG INVESTMENTS, INC.

CRD#: 22704

HAGERSTOWN, MD

Past

May 19, 2010 - July 12, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

HAGERSTOWN, MD

Past

May 19, 2010 - July 12, 2011

LPL FINANCIAL LLC

CRD#: 6413

HAGERSTOWN, MD

Past

March 13, 2007 - May 6, 2010

EDWARD JONES

RIA

CRD#: 250

HAGERSTOWN, MD

Past

April 7, 2004 - May 6, 2010

EDWARD JONES

CRD#: 250

HAGERSTOWN, MD

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".

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

CRD#: 149124 / SEC#: 801-69846

RIA

Registered Investment Advisory firm - (1/5/2009 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

Maryland
(1/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/2/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/9/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/9/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/6/2004

General Securities Representative Examination

Current Firm

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

CRD#: 149124 / SEC#: 801-69846

RIA

Registered Investment Advisory firm - (1/5/2009 Approved)

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Contact information

Main Address

100 E. Six Forks Road Suite 200, Raleigh, NC 27609

Mailing Address

P.o. Box 32249, Raleigh, NC 27622

Phone number

(919) 831-2370

Established

Firm type

Fiscal year end

# of Employees

106

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CIAS ADV PART 2A (3/13/2025)

Regulatory assets under management

Total Number of Accounts	8,619
AUM (Assets Under Management)	$ 1,930,938,262

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.

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Advisor Monitoring

Firm Stability Insights

Cort F. Meinelschmidt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cort Frederick Meinelschmidt's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL INVESTMENT GROUP, INC.

SENTINEL CAPITAL SOLUTIONS

WFG ADVISORS, LP

WFG INVESTMENTS, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/2/2007

Series 63

Date: 4/9/2004

SIE

Date: 1/9/2018

Series 7

Date: 4/6/2004

Current Firm

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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