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William Thomas Rabbitt

PRIVATE CAPITAL GROUP, LLC·WEST HARTFORD, Connecticut
SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record26 years registeredPRIVATE CAPITAL GROUP, LLC
29 SOUTH MAIN STREET, WEST HARTFORD, CT 06107CRD# 2365325Firm CRD# 126665

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Thomas Rabbitt · WEST HARTFORD, CT
Registration
CRD #2365325 · PRIVATE CAPITAL GROUP, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

PRIVATE ADVISOR GROUP, LLC
Nov 2019 – present
PRIVATE CAPITAL GROUP, LLC
Jun 2003 – Nov 2019
WEST HARTFORD, CT
LINCOLN FINANCIAL ADVISORS CORPORATION
Sep 1999 – Jun 2003
WINDSOR, CT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · September 1, 1999
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PRIVATE CAPITAL GROUP, LLC
CRD 126665 · SEC 801-62078
AUM
$1.0B
Regulatory assets under management
Employees
10
1,794 client accounts
Services offered by PRIVATE CAPITAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PRIVATE CAPITAL GROUP, LLC →
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05

Frequently Asked Questions

What services does William Thomas Rabbitt offer?
William Thomas Rabbitt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.
What are William Thomas Rabbitt's credentials?
William Thomas Rabbitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Thomas Rabbitt located?
William Thomas Rabbitt is based in WEST HARTFORD, Connecticut, working with PRIVATE CAPITAL GROUP, LLC. Their office serves clients in the WEST HARTFORD metropolitan area and surrounding communities.
How does William Thomas Rabbitt charge for services?
William Thomas Rabbitt's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIVATE CAPITAL GROUP, LLC?
PRIVATE CAPITAL GROUP, LLC has approximately 10 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PRIVATE CAPITAL GROUP, LLC

Benjamin David Kille
WEST HARTFORD, CT
Brian John Mylod
WEST HARTFORD, CT

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