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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard James Condeelis 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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

January 20, 2017 - Present

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

Office #1: 285 East Grove Street, Clarks Green, PA 18411

RIA

CRD#: 284547

Clarks Green, PA

Current

November 29, 2016 - Present

LPL FINANCIAL LLC

Office #1: 1202 Meade St, Dunmore, PA 18512

RIA

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Florida
(12/20/2025)

Pennsylvania
(1/1/2017)

IAR

Pennsylvania
(1/20/2017)

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

State Security Law Exam

IAR

Series 66

Date: 12/31/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/29/2016

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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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

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAPSTONE DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT AND PRIVACY POLICY (2/19/2026)

Regulatory assets under management

Total Number of Accounts	1,548
AUM (Assets Under Management)	$ 356,144,460

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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Richard J. Condeelis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard James Condeelis JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/31/2016

SIE

Date: 10/1/2018

Series 7

Date: 11/29/2016

FINRA

Current Firm

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

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