Claim Profile
WG

Wayne Frank Guidotti

CAPITAL INVESTMENT SERVICES, INC.·WEST CHESTER, Pennsylvania
Unclaimed Profile
140 W GAY ST, WEST CHESTER, PA 19380CRD# 231748Firm CRD# 120357
01

About

Wayne Frank 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
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 231748
Firm CRD# 120357
No disclosures on file
View on FINRA BrokerCheck →

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.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

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