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Richard James Condeelis

CAPSTONE WEALTH MANAGEMENT GROUP, LLC·DUNMORE, Pennsylvania
SIE, Series 7, Series 66Clean record9 years registeredCAPSTONE WEALTH MANAGEMENT GROUP, LLC
1202 MEADE STREET, DUNMORE, PA 18512CRD# 6693563Firm CRD# 284547

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard James Condeelis · DUNMORE, PA
Registration
CRD #6693563 · CAPSTONE WEALTH MANAGEMENT GROUP, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Jan 2017 – present
LPL FINANCIAL LLC
Nov 2016 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · November 29, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD 284547 · SEC 801-118547
AUM
$249M
Regulatory assets under management
Employees
5
1,178 client accounts
Services offered by CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAPSTONE WEALTH MANAGEMENT GROUP, LLC →
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05

Frequently Asked Questions

What services does Richard James Condeelis offer?
Richard James Condeelis specializes in Financial Planning, Investment Management. Contact their office in DUNMORE, Pennsylvania for a consultation.
What are Richard James Condeelis's credentials?
Richard James Condeelis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard James Condeelis located?
Richard James Condeelis is based in DUNMORE, Pennsylvania, working with CAPSTONE WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the DUNMORE metropolitan area and surrounding communities.
How does Richard James Condeelis charge for services?
Richard James Condeelis'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 MANAGEMENT GROUP, LLC?
CAPSTONE WEALTH MANAGEMENT GROUP, LLC has approximately 5 employees and manages $249M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPSTONE WEALTH MANAGEMENT GROUP, LLC

Bryan Adam Kupchik
DUNMORE, PA
CFP
Robert Glenn Schultz
CLARKS GREEN, PA

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Research
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