Unclaimed Profile

John Martin Guidotti

CAPITAL INVESTMENT SERVICES, INC.·WEST CHESTER, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record23 years registeredCAPITAL INVESTMENT SERVICES, INC.

140 W GAY ST, WEST CHESTER, PA 19380CRD# 2713406Firm CRD# 120357

Profile Verification

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

Identity

John Martin Guidotti · WEST CHESTER, PA

Registration

CRD #2713406 · CAPITAL INVESTMENT SERVICES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

Jul 2021 – present

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jul 2021 – present

HOOVER FINANCIAL ADVISORS, INC.

Jan 2020 – Jul 2021

MALVERN, PA

CAPITAL INVESTMENT SERVICES, INC.

May 2003 – Dec 2019

WEST CHESTER, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 22, 2003

Years registered · 23

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

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WEST CHESTER?

Browse all registered financial advisors in WEST CHESTER, Pennsylvania or claim this profile if it's yours.

Browse WEST CHESTER Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →