AdvisorOS Directory
Claim Profile
WS

William Raymond Sigrist

CAPSTONE INVESTMENT FINANCIAL GROUP, LLC·WEBSTER, New York
Unclaimed Profile
115 WEST SALORI COURT, WEBSTER, NY 14580CRD# 5241921Firm CRD# 122575
01

About

William Raymond Sigrist is a registered financial advisor based in WEBSTER, New York, affiliated with CAPSTONE INVESTMENT FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC
AUM
$137M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CAPSTONE INVESTMENT FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5241921
Firm CRD# 122575
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WEBSTER?

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

Browse WEBSTER AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William Raymond Sigrist offer?
William Raymond Sigrist specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in WEBSTER, New York for a consultation.
What are William Raymond Sigrist's credentials?
William Raymond Sigrist is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Raymond Sigrist located?
William Raymond Sigrist is based in WEBSTER, New York, working with CAPSTONE INVESTMENT FINANCIAL GROUP, LLC. Their office serves clients in the WEBSTER metropolitan area and surrounding communities.
How does William Raymond Sigrist charge for services?
William Raymond Sigrist's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPSTONE INVESTMENT FINANCIAL GROUP, LLC?
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC has approximately 6 employees and manages $137M 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 in WEBSTER
James Bryan Cornehlsen — CAPSTONE INVESTMENT FINANCIAL GROUP, LLCElizabeth A. Cornehlsen — CAPSTONE INVESTMENT FINANCIAL GROUP, LLCBruce Andrew Berman — BRIGHT FUTURES WEALTH MANAGEMENT, LLCRobert Normand Richard — BRIGHT FUTURES WEALTH MANAGEMENT, LLCAnn Terese Zemann — CAPSTONE INVESTMENT FINANCIAL GROUP, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile