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Christopher Joseph Surrichio

CAPITAL ANALYSTS, INCORPORATED·CINCINNATI, Ohio
SIE, Series 6, Series 6TO, Series 7, Series 24, Series 87CFAClean record16 years registeredCAPITAL ANALYSTS, INCORPORATED
303 BROADWAY, CINCINNATI, OH 45202CRD# 2473601Firm CRD# 5478

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Joseph Surrichio · CINCINNATI, OH
Registration
CRD #2473601 · CAPITAL ANALYSTS, INCORPORATED · 16 years registered
Brand Profile
Not yet started
01

Career History

CAPITAL ANALYSTS
Jun 2012 – present
LINCOLN INVESTMENT
Jun 2012 – present
CAPITAL ANALYSTS INCORPORATED
Sep 2009 – Jun 2012
WEST CONSHOHOCKEN, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 6TO
Series 7
Series 24
Series 87
Registration record
First registered · September 2, 2009
Years registered · 16
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CINCINNATI ANALYSTS, INC
CRD 5478 · SEC 801-9678
AUM
$2.1B
Regulatory assets under management
Employees
251
8,136 client accounts
Services offered by CINCINNATI ANALYSTS, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing 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 CINCINNATI ANALYSTS, INC →
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Frequently Asked Questions

What services does Christopher Joseph Surrichio offer?
Christopher Joseph Surrichio specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Christopher Joseph Surrichio's credentials?
Christopher Joseph Surrichio holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Christopher Joseph Surrichio located?
Christopher Joseph Surrichio is based in CINCINNATI, Ohio, working with CAPITAL ANALYSTS, INCORPORATED. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Christopher Joseph Surrichio charge for services?
Christopher Joseph Surrichio'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 ANALYSTS, INCORPORATED?
CAPITAL ANALYSTS, INCORPORATED has approximately 251 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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