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Aaron Patrick Guidotti

CAPITAL INVESTMENT SERVICES, INC.·WEST CHESTER, Pennsylvania
Clean recordCAPITAL 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Aaron Patrick Guidotti is a registered financial advisor based in WEST CHESTER, Pennsylvania, affiliated with CAPITAL INVESTMENT SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CAPITAL INVESTMENT SERVICES, INC.
CAPITAL INVESTMENT SERVICES, INC.
AUM
$133M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CAPITAL INVESTMENT SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4088312
Firm CRD# 120357
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Aaron Patrick Guidotti offer?
Aaron Patrick Guidotti specializes in Financial Planning, Investment Management. Contact their office in WEST CHESTER, Pennsylvania for a consultation.
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, working with CAPITAL INVESTMENT SERVICES, INC.. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.
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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Other Advisors at CAPITAL INVESTMENT SERVICES, INC.

John Martin Guidotti
WEST CHESTER, PA
Wayne Frank Guidotti
WEST CHESTER, PA

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Research
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