Unclaimed Profile

Matthew Tyler Shull

CAPITAL INVESTMENT MANAGEMENT, INC·LEE'S SUMMIT, Missouri

SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFPClean record18 years registeredCAPITAL INVESTMENT MANAGEMENT, INC

608 S.W. 3RD ST., LEE'S SUMMIT, MO 64063CRD# 5494307Firm CRD# 113917

Profile Verification

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

Identity

Matthew Tyler Shull · LEE'S SUMMIT, MO

Registration

CRD #5494307 · CAPITAL INVESTMENT MANAGEMENT, INC · 18 years registered

Brand Profile

Not yet started

Career History

CAPITAL INVESTMENT MANAGEMENT, INC

Nov 2016 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jul 2015 – Feb 2017

Lees Summit, MO

PRUDENTIAL FINANCIAL PLANNING SERVICES

Apr 2008 – Jul 2015

LEE'S SUMMIT, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 17, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL INVESTMENT MANAGEMENT, INC

CRD 113917 · SEC 801-76972

AUM

$426M

Regulatory assets under management

Employees

1,005 client accounts

Services offered by CAPITAL INVESTMENT MANAGEMENT, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAPITAL INVESTMENT MANAGEMENT, INC →

Introduction

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Frequently Asked Questions

What services does Matthew Tyler Shull offer?

Matthew Tyler Shull specializes in Financial Planning, Investment Management. Contact their office in LEE'S SUMMIT, Missouri for a consultation.

What are Matthew Tyler Shull's credentials?

Matthew Tyler Shull holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Tyler Shull located?

Matthew Tyler Shull is based in LEE'S SUMMIT, Missouri, working with CAPITAL INVESTMENT MANAGEMENT, INC. Their office serves clients in the LEE'S SUMMIT metropolitan area and surrounding communities.

How does Matthew Tyler Shull charge for services?

Matthew Tyler Shull's firm is compensated through percentage of aum, subscription fees, other: solicitor/referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL INVESTMENT MANAGEMENT, INC?

CAPITAL INVESTMENT MANAGEMENT, INC has approximately 8 employees and manages $426M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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