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FIRM PROFILE
Overview
CAPSTONE PARTNERS is located at 10 Post Office Square Suite 800n, Boston, MA 02109 and was first established at Boston, Delaware in 04/08/2004. After operating for 22 years, CAPSTONE PARTNERS has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CAPSTONE PARTNERS’s clients are individuals and 0% of their clients are high net worth individuals. CAPSTONE PARTNERS has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CAPSTONE PARTNERS are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CAPSTONE PARTNERS‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CAPSTONE PARTNERS. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for CAPSTONE PARTNERS Comes From
Understanding the Statistics for CAPSTONE PARTNERS and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
10 Post Office Square Suite 800n, Boston, MA 02109
10 Post Office Square Suite 800n, Boston, MA 02109
Small
(617) 619-3300
Delaware since 04/08/2004
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| CAPSTONE CORPORATE FINANCE LLC | DIRECT OWNER | ||
| BEEKMAN, TODD ANDREW | DIRECTOR | 6291198 | |
| CASPER, MARK VERNON JR. | CHIEF FINANCIAL OFFICER | 6682711 | |
| DAHLKE, STEPHEN MATTHEW | CHIEF COMPLIANCE OFFICER | 2577928 | |
| FERRARA, JOHN MARIO II | PRESIDENT | 2097226 | |
| JANSON, PAUL EDWARD | DIRECTOR | 4992234 | |
| KLEINMAN, SCOTT DAVID | DIRECTOR | 2357636 | |
| MILCETICH, MATTHEW LOUIS | EXECUTIVE MANAGING DIRECTOR | 6419334 | |
| VALDIVIA, SERENA | AML OFFICER | 7790899 |
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Advisor's working at CAPSTONE PARTNERS
Jennifer Marie Collins
Ryan Jay Dunlap
Philip William Seefried JR
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