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David Goddard Dorsett

CAPITAL & SECURITY MANAGEMENT, INC.·WEST CHESTER, Pennsylvania
Unclaimed Profile
34 WEST MINER STREET, WEST CHESTER, PA 19382-3214CRD# 4348384Firm CRD# 108295
01

About

David Goddard Dorsett is a registered financial advisor based in WEST CHESTER, Pennsylvania, affiliated with CAPITAL & SECURITY MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
CAPITAL & SECURITY MANAGEMENT, INC.
CAPITAL & SECURITY MANAGEMENT INC
AUM
$71M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CAPITAL & SECURITY MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4348384
Firm CRD# 108295
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Goddard Dorsett offer?
David Goddard Dorsett specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WEST CHESTER, Pennsylvania for a consultation.
What are David Goddard Dorsett's credentials?
David Goddard Dorsett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Goddard Dorsett located?
David Goddard Dorsett is based in WEST CHESTER, Pennsylvania, working with CAPITAL & SECURITY MANAGEMENT, INC.. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.
How does David Goddard Dorsett charge for services?
David Goddard Dorsett's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL & SECURITY MANAGEMENT, INC.?
CAPITAL & SECURITY MANAGEMENT, INC. has approximately 1 employees and manages $71M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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