DD
Dane Debartolo
CAPITAL B ADVISORY SERVICES
MIDDLETOWN, NJ 07748
CRD#: 8201835
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DD
Dane DebartoloCAPITAL B ADVISORY SERVICES
Professional summary
Dane Debartolo is a registered financial advisor currently at CAPITAL B ADVISORY SERVICES LLC located in Middletown, New Jersey.
Dane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Dane has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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.
CRS (Client Relationship Summary) - RIA
Click below to view Dane Debartolo'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®
NoneExperience
Current
May 12, 2026 - Present
CAPITAL B ADVISORY SERVICES LLC
Office #1: 21 Lorraine Place, Middletown, NJ 07748RIA
CRD#: 339698
MIDDLETOWN, NJ
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
New Jersey(5/12/2026)
Current Firm
CB
CAPITAL B ADVISORY SERVICES LLC
CAPITAL B ADVISORY SERVICES LLC
CRD#: 339698 / SEC#:
New Jersey
Registered Investment Advisory firm - (5/12/2026 Approved)Loading...
Contact information
Main Address
21 Lorraine Place, Middletown, NJ 07748
Mailing Address
Phone number
(732) 708-2108
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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