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Michael O Doyle

AIF®
CAPITAL ANALYSTS
Amherst, MA
·CRD# 6407179·9 years experience

Professional Summary

Michael O Doyle, AIF® is a registered financial advisor currently at CAPITAL ANALYSTS located in Amherst, Massachusetts and LINCOLN INVESTMENT located in Amherst, Massachusetts. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Michael has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

AIF®
Accredited Investment Fiduciary

Years of Experience

9 years in the financial services industry

Current & Past Employments

CAPITAL ANALYSTS·CRD# 162200
RIA
20 Gatehouse Road, Amherst, MA 01002
January 5, 2018 - Present
LINCOLN INVESTMENT·CRD# 519
RIA
BD
20 Gatehouse Road, Amherst, MA 01002
June 13, 2017 - Present

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Current Firm

CA
CAPITAL ANALYSTS

CAI ACQUISITION, INC | THE LINCOLN INVESTMENT COMPANIES | CAPITAL ANALYSTS, LLC | CAPITAL ANALYSTS, INC | CAPITAL ANALYSTS

CRD#: 162200 / SEC#: 801-74614
RIA
Registered Investment Advisory firm - SEC (4/17/2012 Approved)

Contact Information

Main Address

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232

Phone Number

(800) 242-1421

# of Employees

679

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CAPITAL ANALYSTS, LLC FORM ADV PART 2A BROCHURE (7/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

23,420

AUM (Assets Under Management)

$8,769,033,123

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/22/2025Cover PageReport
08/28/2024Cover PageReport
09/27/2023Cover PageReport

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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.

AMHERST CINEMA POSITION: Member of Board of Directors NATURE: Non-profit Cinema INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/17/2022 ADDRESS: 28 Amity Street, Amherst MA 01002, United States DESCRIPTION: Serving as a member of the Board of Directors involved with community outreach and engagement, and serving on the Strategic Planning committee and the Finance & Fiduciary Committee (previously disclosed, and continuing to serve in that role). GALAKTIK AUDIO POSITION: Project Manager, Recording artist NATURE: Music distribution INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: 3037 St Pauls St., Baltimore MD 21218, United States DESCRIPTION: Overseeing production and distribution of digital music release, coordinating logistics with participating artists (including myself) LIFE/HEALTH/DISABILITY/LONG-TERM CARE INSURANCE & ANNUITIES POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 05/01/2014 ADDRESS: 20 Gatehouse Road, Amherst MA 01002, United States DESCRIPTION: Occasionally place insurance business with carriers that do not have a selling arrangement with Lincoln. NORTHAMPTON COMMUNITY MUSIC CENTER POSITION: Second Vice President, Member of Board of Directors, Executive Committee, and Facilities & Finance Committee NATURE: Nonprofit music education INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 09/27/2023 ADDRESS: 139 South St, Northampton MA 01060, United States DESCRIPTION: Sit on Board of Directors and Marketing & Outreach Committee for non-profit music school. Primary role involves serving as an ambassador of the Music Center to the Community.As member of Facilities & Finance Committee member, I do not have any access/authorization/check-writing privileges. As 2nd VP and member of the Executive Committee, I am involved in the annual performance review of the Executive Director and may be requested to vote on changes to their salary.In my capacity as a Lincoln Investment Financial Professional working directly with individuals who are on the staff or faculty of NCMC, I will abstain or recuse myself from votes or discussion that conflict with my role as Financial Professional, IAR, or Agent. All duties in my capacity as a volunteer, board member, committee member, or Executive Committee member will be kept distinct from my duties as a Financial Professional. I will hold no discretionary trading authority. I will disclose all powers/duties/potential conflicts to the full board. At no time will I imply or hold out my role as Second Vice President (or any other role/title as a board member) as being synonymous with Financial Professional. At no time will I receive any compensation from my role as volunteer, board member, or committee member with NCMC.

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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".
CA
CAPITAL ANALYSTS

CAI ACQUISITION, INC | THE LINCOLN INVESTMENT COMPANIES | CAPITAL ANALYSTS, LLC | CAPITAL ANALYSTS, INC | CAPITAL ANALYSTS

CRD#: 162200 / SEC#: 801-74614
RIA
Registered Investment Advisory firm - SEC (4/17/2012 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(1/5/2021)
RR
California
(7/20/2018)
RR
Colorado
(9/14/2020)
RR
Connecticut
(8/10/2018)
RR
Massachusetts
(9/14/2017)
IAR
Massachusetts
(1/5/2018)
RR
New Jersey
(5/17/2019)
RR
New York
(1/29/2018)
RR
Virginia
(4/27/2021)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2017About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2017About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2018About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 2017About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Michael O Doyle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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