AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
AT

Andrew Trusty

CAPITAL CITY SECURITIES
POWELL, OH 43065
CRD#: 7324937
Some features on this profile are disabled
AT
Andrew TrustyCAPITAL CITY SECURITIES

Professional summary

Andrew Trusty is a registered financial professional currently at CAPITAL CITY SECURITIES, LLC located in Powell, Ohio.

Andrew is registered as a RR (Registered Representative) and started their career in finance in 2023. Andrew has worked at 2 firms and has passed the Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Andrew Trusty'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

May 29, 2026 - Present

CAPITAL CITY SECURITIES, LLC

Office #1: 3789 Attucks Dr, Powell, OH 43065
BD
CRD#: 146001
POWELL, OH
Past

October 6, 2023 - March 14, 2024

NYLIFE SECURITIES LLC

BD
CRD#: 5167
DUBLIN, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 6TO
Date: 10/6/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/15/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CAPITAL CITY SECURITIES, LLC
CAPITAL CITY SECURITIES, LLC

CRD#: 146001 / SEC#: , 8-67771

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Loading...

Contact information

Main Address
3789 Attucks Dr, Powell, OH 43065
Mailing Address
3789 Attucks Dr, Powell, OH 43065
Phone number
(614) 485-0803
Established
Ohio since 02/01/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (27 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CAPITAL CITY PARTNERS, INC.OWNER/MANAGING MEMBER
CRAWFORD, TODD EDWARDCCO1951009
CRAWFORD, TODD EDWARDPRESIDENT1951009
ROLAND, JAMES MERVINV. P. COMPLIANCE AND OPERATIONS1871181
ROLAND, JAMES MERVINOPTIONS PRINCIPAL1871181
TOMASELLO, JAC GERARDMP1749835
TOMASELLO, JAC GERARDGENERAL PRINCIPAL1749835
TOMASELLO, JAC GERARDFIN OP1749835

Disclosures

Regulatory Event3
Arbitration1

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 CITY SECURITIES, LLC

CRD#: 146001Powell, OH 43065

TRUST BUT VERIFY

Monitor Andrew Trusty

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Andrew James Lehman
Andrew LehmanAdvisorCheck Check Mark
INSPIRE ADVISORS, LLC
IAR
Dublin, OH
Brandon Hendricks
Brandon HendricksAdvisorCheck Check Mark
HORTER INVESTMENT MANAGEMENT, LLC
IAR
Columbus, OH
JB
James BowmanAdvisorCheck Check Mark
JANNEY MONTGOMERY SCOTT LLC
IAR
RR
Columbus (grandview), OH
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.