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BA

Bryant D. Abramowitz

CAPITAL INVESTMENT ADVISORS
Tampa, FL 33607
Some features on this profile are disabled
CRD#: 5840376
BA

Professional summary

Bryant Daniel Abramowitz, who also goes by Bryant Daniel Abramowitz, Bryant Abramowitz, Dan Abramowitz, is a registered financial advisor currently at CAPITAL INVESTMENT ADVISORS, LLC located in Tampa, Florida.

Bryant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Bryant 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

Bryant Daniel Abramowitz | Bryant Abramowitz | Dan Abramowitz

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) - RIA

Click below to view Bryant Daniel Abramowitz'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

October 16, 2018 - Present

CAPITAL INVESTMENT ADVISORS, LLC

Office #1: The Pointe 2502 N. Rocky Point Drive Suite 675, Tampa, FL, 33607
RIA
CRD#: 158055
Tampa, FL
Past

September 6, 2017 - October 5, 2018

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

August 30, 2017 - October 5, 2018

NORTHCOAST ASSET MANAGEMENT LLC

RIA
CRD#: 109582
Orlando, FL
Past

May 26, 2016 - August 18, 2017

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Huntersville, NC
Past

May 25, 2016 - August 18, 2017

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Huntersville, NC
Past

November 23, 2013 - April 18, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
JACKSONVILLE, FL
Past

November 20, 2013 - April 18, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
JACKSONVILLE, FL
Past

November 21, 2011 - March 21, 2013

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
JACKSONVILLE, FL
Past

December 16, 2010 - March 21, 2013

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
JACKSONVILLE, FL

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".
CI
CAPITAL INVESTMENT ADVISORS, LLC
CAPITAL INVESTMENT ADVISORS, LLC

CRD#: 158055 / SEC#: 801-72532

RIA
Registered Investment Advisory firm - (7/7/2011 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
Florida
(10/16/2018)
IAR
Texas
(6/5/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/17/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/19/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/15/2010
General Securities Representative Examination

Current Firm

CI
CAPITAL INVESTMENT ADVISORS, LLC
CAPITAL INVESTMENT ADVISORS, LLC

CRD#: 158055 / SEC#: 801-72532

RIA
Registered Investment Advisory firm - (7/7/2011 Approved)
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Contact information

Main Address
10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328
Mailing Address
Phone number
(404) 531-0018
Established
Firm type
Fiscal year end
# of Employees
99

SEC notice filing (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CAPITAL INVESTMENT ADVISORS LLC (1/2/2026)

Regulatory assets under management

Total Number of Accounts13,529
AUM (Assets Under Management)$ 6,298,397,792

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/16/2025
Cover Page
Report
10/15/2024
Cover Page
Report
10/24/2023
Cover Page
Report

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 ADVISORS, LLC

CRD#: 158055Tampa, FL 33607

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