Unclaimed Profile

Aaron Patrick Guidotti

CAPITAL INVESTMENT SERVICES, INC.·WEST CHESTER, Pennsylvania

Series 7, Series 63, Series 65Clean record24 years registeredCAPITAL INVESTMENT SERVICES, INC.

140 W GAY ST, WEST CHESTER, PA 19380CRD# 4088312Firm CRD# 120357

Profile Verification

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

Identity

Aaron Patrick Guidotti · WEST CHESTER, PA

Registration

CRD #4088312 · CAPITAL INVESTMENT SERVICES, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPITAL INVESTMENT SERVICES, INC.

CAPITAL INVESTMENT SERVICES, INC.

Jun 2002 – Nov 2017

WEST CHESTER, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · June 19, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL INVESTMENT SERVICES, INC.

CRD 120357 · SEC 801-61135

AUM

$133M

Regulatory assets under management

Employees

137 client accounts

Services offered by CAPITAL INVESTMENT SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL INVESTMENT SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Aaron Patrick Guidotti offer?

Aaron Patrick Guidotti specializes in Financial Planning, Investment Management.

What are Aaron Patrick Guidotti's credentials?

Aaron Patrick Guidotti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aaron Patrick Guidotti located?

Aaron Patrick Guidotti is based in WEST CHESTER, Pennsylvania, last registered with CAPITAL INVESTMENT SERVICES, INC..

How does Aaron Patrick Guidotti charge for services?

Aaron Patrick Guidotti'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 INVESTMENT SERVICES, INC.?

CAPITAL INVESTMENT SERVICES, INC. has approximately 4 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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