AdvisorOS Directory
Claim Profile
Unclaimed Profile
WJ

William Charles Jerome

CAPITAL FINANCIAL SERVICES LLC·CLIFTON PARK, New York
Clean recordCAPITAL FINANCIAL SERVICES LLC
855 ROUTE 146, CLIFTON PARK, NY 12065CRD# 4341505Firm CRD# 107960

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Charles Jerome · CLIFTON PARK, NY
Registration
CRD #4341505 · CAPITAL FINANCIAL SERVICES LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Charles Jerome is a registered financial advisor based in CLIFTON PARK, New York, affiliated with CAPITAL FINANCIAL SERVICES 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
Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
CAPITAL FINANCIAL SERVICES LLC
CAPITAL FINANCIAL SERVICES LLC
AUM
$128M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CAPITAL FINANCIAL SERVICES LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4341505
Firm CRD# 107960
View on FINRA BrokerCheck →

Looking for a financial advisor in CLIFTON PARK?

Browse all registered financial advisors in CLIFTON PARK, New York or claim this profile if it's yours.

Browse CLIFTON PARK AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does William Charles Jerome offer?
William Charles Jerome specializes in Financial Planning, Investment Management. Contact their office in CLIFTON PARK, New York for a consultation.
What are William Charles Jerome's credentials?
William Charles Jerome is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Charles Jerome located?
William Charles Jerome is based in CLIFTON PARK, New York, working with CAPITAL FINANCIAL SERVICES LLC. Their office serves clients in the CLIFTON PARK metropolitan area and surrounding communities.
How does William Charles Jerome charge for services?
William Charles Jerome's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL FINANCIAL SERVICES LLC?
CAPITAL FINANCIAL SERVICES LLC has approximately 5 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CAPITAL FINANCIAL SERVICES LLC

William Joseph Jerome
CLIFTON PARK, NY
Cherry Gayle Laska
CLIFTON PARK, NY

More Advisors in CLIFTON PARK, New York

Mark Joseph Keeler
WALTHAUSEN & CO., LLC·CLIFTON PARK, NY
Kerry Gordon Mayo
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC·CLIFTON PARK, NY
Andrew Gregory Guzzetti
DLG WEALTH MANAGEMENT LLC·CLIFTON PARK, NY
Jeffrey Spencer Sargent
HOLISTIC WEALTH ADVISORS·CLIFTON PARK, NY
Paul Joseph Corr
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC·CLIFTON PARK, NY
Sciandra Looney Julianne
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC·CLIFTON PARK, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile