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Curtis Lee Lyman

CAPITAL MARKET STRATEGIES LLC·PALM BEACH GARDENS, Florida
Series 7Series 65Series 66Series 63SIE
Unclaimed Profile
3801 PGA BLVD., PALM BEACH GARDENS, FL 33410CRD# 1407264Firm CRD# 286579
01

About

Curtis Lee Lyman is a registered financial advisor based in PALM BEACH GARDENS, Florida, affiliated with CAPITAL MARKET STRATEGIES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CAPITAL MARKET STRATEGIES LLC
ALPHA BETA GAMMA WEALTH MANAGEMENT
AUM
$228M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CAPITAL MARKET STRATEGIES LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1407264
Firm CRD# 286579
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Curtis Lee Lyman offer?
Curtis Lee Lyman specializes in Financial Planning, Investment Management. Contact their office in PALM BEACH GARDENS, Florida for a consultation.
What are Curtis Lee Lyman's credentials?
Curtis Lee Lyman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Curtis Lee Lyman located?
Curtis Lee Lyman is based in PALM BEACH GARDENS, Florida, working with CAPITAL MARKET STRATEGIES LLC. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.
How does Curtis Lee Lyman charge for services?
Curtis Lee Lyman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL MARKET STRATEGIES LLC?
CAPITAL MARKET STRATEGIES LLC has approximately 5 employees and manages $228M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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