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John Martin Guidotti

CAPITAL INVESTMENT SERVICES, INC.·WEST CHESTER, Pennsylvania
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140 W GAY ST, WEST CHESTER, PA 19380CRD# 2713406Firm CRD# 120357
01

About

John Martin 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
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# 2713406
Firm CRD# 120357
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Martin Guidotti offer?
John Martin Guidotti specializes in Financial Planning, Investment Management. Contact their office in WEST CHESTER, Pennsylvania for a consultation.
What are John Martin Guidotti's credentials?
John Martin Guidotti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Martin Guidotti located?
John Martin 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 John Martin Guidotti charge for services?
John Martin 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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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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