Richard J. Condeelis
CAPSTONE WEALTH MANAGEMENT GROUP
Clarks Green, PA 18411
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CRD#: 6693563
Professional summary
Richard James Condeelis JR., CFP® is a registered financial advisor currently at CAPSTONE WEALTH MANAGEMENT GROUP, LLC located in Clarks Green, Pennsylvania and LPL FINANCIAL LLC located in Dunmore, Pennsylvania.
Richard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Richard has worked at 2 firms and has passed the Series 66, 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.
1. 09/20/2016 - CAPSTONE WEALTH MANAGEMENT GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 0%/ CLARKS GREEN, PA 2. 6/15/2017 - Capstone Weath Management Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 7/26/2016 - 40 Hours Per Month/0 Hours During Securities Trading - I provide investment advisory services through Capstone Weath Management Group LLC an independent investment advisor firm. I started this business activity on 6/15/2017. I expect to spend approximately 40 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 5/2/2022: BRCK Partners LLC - Property management of real estate holding company - 1202 Meade St, Dunmore PA 18512 - Not investment-related - 1 hour per month spent on this activity 3. 05/09/2022 - BRCK Partners LLC - Investment Related - Dunmore, PA 18512 - Real Estate Rental - Start Date - 04/29/2022 - 1 Hour Per Month/ 0 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Richard James Condeelis JR.'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: 2022
Experience
Current
January 20, 2017 - Present
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Office #1: 285 East Grove Street, Clarks Green, PA 18411RIA
CRD#: 284547
Clarks Green, PA
Current
November 29, 2016 - Present
LPL FINANCIAL LLC
Office #1: 1202 Meade St, Dunmore, PA 18512RIA
BD
CRD#: 6413
DUNMORE, PA
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".
CW
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
BHK ADVISORS, LLC | CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD#: 284547 / SEC#: 801-118547
RIA
Registered Investment Advisory firm - (4/27/2020 Approved)Pennsylvania
Registered Investment Advisory firm - (6/5/2020 Terminated)Texas
Registered Investment Advisory firm - (6/4/2020 Terminated)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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Pennsylvania(1/1/2017)
IAR
Pennsylvania(1/20/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CW
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
BHK ADVISORS, LLC | CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD#: 284547 / SEC#: 801-118547
RIA
Registered Investment Advisory firm - (4/27/2020 Approved)Pennsylvania
Registered Investment Advisory firm - (6/5/2020 Terminated)Texas
Registered Investment Advisory firm - (6/4/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1202 Meade Street, Dunmore, PA 18512
Mailing Address
Phone number
(888) 587-7526
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,335 |
| AUM (Assets Under Management) | $ 291,676,638 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
