Unclaimed Profile

James Michael Gissy

CAPITAL MANAGEMENT SERVICES, INC.·MANCHESTER, Missouri

CAPITAL MANAGEMENT SERVICES, INC.

410 SOVEREIGN CT., MANCHESTER, MO 63011CRD# 871546Firm CRD# 118260

Profile Verification

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

Identity

James Michael Gissy · MANCHESTER, MO

Registration

CRD #871546 · CAPITAL MANAGEMENT SERVICES, INC.

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

James Michael Gissy is a registered financial advisor based in MANCHESTER, Missouri, affiliated with CAPITAL MANAGEMENT SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CAPITAL MANAGEMENT SERVICES, INC.

AUM

$137M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CAPITAL MANAGEMENT SERVICES, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 871546

Firm CRD# 118260

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Michael Gissy offer?

James Michael Gissy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MANCHESTER, Missouri for a consultation.

What are James Michael Gissy's credentials?

James Michael Gissy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Michael Gissy located?

James Michael Gissy is based in MANCHESTER, Missouri, working with CAPITAL MANAGEMENT SERVICES, INC.. Their office serves clients in the MANCHESTER metropolitan area and surrounding communities.

How does James Michael Gissy charge for services?

James Michael Gissy'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 MANAGEMENT SERVICES, INC.?

CAPITAL MANAGEMENT SERVICES, INC. has approximately 6 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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