Unclaimed Profile

Robert Telford Norton

CAPSTONE WEALTH ADVISORS, LLC·SALEM, Oregon

SIE, Series 7, Series 24, Series 31, Series 6623 years registeredCAPSTONE WEALTH ADVISORS, LLC

2005 MADRONA AVENUE SE, SALEM, OR 97302CRD# 4169694Firm CRD# 287670

Profile Verification

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

Identity

Robert Telford Norton · SALEM, OR

Registration

CRD #4169694 · CAPSTONE WEALTH ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CAPSTONE WEALTH ADVISORS, LLC

Mar 2017 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Sep 2012 – Mar 2017

SALEM, OR

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Dec 2003 – Oct 2012

SALEM, OR

MORGAN STANLEY

Apr 2003 – Dec 2003

SALEM, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 66

Registration record

First registered · April 23, 2003

Years registered · 23

Disclosure History

2019Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CAPSTONE WEALTH ADVISORS, LLC

CRD 287670 · SEC 801-110036

AUM

$721M

Regulatory assets under management

Employees

3,355 client accounts

Services offered by CAPSTONE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPSTONE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Telford Norton offer?

Robert Telford Norton specializes in Financial Planning, Investment Management. Contact their office in SALEM, Oregon for a consultation.

What are Robert Telford Norton's credentials?

Robert Telford Norton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Telford Norton located?

Robert Telford Norton is based in SALEM, Oregon, working with CAPSTONE WEALTH ADVISORS, LLC. Their office serves clients in the SALEM metropolitan area and surrounding communities.

How does Robert Telford Norton charge for services?

Robert Telford Norton'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 CAPSTONE WEALTH ADVISORS, LLC?

CAPSTONE WEALTH ADVISORS, LLC has approximately 11 employees and manages $721M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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