Unclaimed Profile

Scott A Goldsmith

CAPSTONE WEALTH MANAGEMENT, LLC·TUSCALOOSA, Alabama

Clean recordCAPSTONE WEALTH MANAGEMENT, LLC

2200 JACK WARNER PARKWAY, NE, TUSCALOOSA, AL 35401CRD# 6194474Firm CRD# 118296

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott A Goldsmith · TUSCALOOSA, AL

Registration

CRD #6194474 · CAPSTONE WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Scott A Goldsmith is a registered financial advisor based in TUSCALOOSA, Alabama, affiliated with CAPSTONE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

CAPSTONE WEALTH MANAGEMENT, LLC

JMF CAPSTONE WEALTH MANAGEMENT

AUM

$336M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CAPSTONE WEALTH MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6194474

Firm CRD# 118296

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Scott A Goldsmith offer?

Scott A Goldsmith specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in TUSCALOOSA, Alabama for a consultation.

What are Scott A Goldsmith's credentials?

Scott A Goldsmith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott A Goldsmith located?

Scott A Goldsmith is based in TUSCALOOSA, Alabama, working with CAPSTONE WEALTH MANAGEMENT, LLC. Their office serves clients in the TUSCALOOSA metropolitan area and surrounding communities.

How does Scott A Goldsmith charge for services?

Scott A Goldsmith's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPSTONE WEALTH MANAGEMENT, LLC?

CAPSTONE WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $336M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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