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Mariellen Forst-Paulus

CAPITAL ANALYSTS, LLC·WYNCOTE, Pennsylvania
SIE, Series 6, Series 7, Series 26, Series 63, Series 65Clean recordCAPITAL ANALYSTS, LLC
218 GLENSIDE AVENUE, WYNCOTE, PA 19095CRD# 1640246Firm CRD# 162200

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mariellen Forst-Paulus · WYNCOTE, PA
Registration
CRD #1640246 · CAPITAL ANALYSTS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 26
Series 63
Series 65
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CAPITAL ANALYSTS, LLC
CRD 162200 · SEC 801-74614
AUM
$7.1B
Regulatory assets under management
Employees
705
22,363 client accounts
Services offered by CAPITAL ANALYSTS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at CAPITAL ANALYSTS, LLC →
Introduction

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Frequently Asked Questions

What services does Mariellen Forst-Paulus offer?
Mariellen Forst-Paulus specializes in Investment Management, Wealth Management. Contact their office in WYNCOTE, Pennsylvania for a consultation.
What are Mariellen Forst-Paulus's credentials?
Mariellen Forst-Paulus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mariellen Forst-Paulus located?
Mariellen Forst-Paulus is based in WYNCOTE, Pennsylvania, working with CAPITAL ANALYSTS, LLC. Their office serves clients in the WYNCOTE metropolitan area and surrounding communities.
How does Mariellen Forst-Paulus charge for services?
Mariellen Forst-Paulus's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL ANALYSTS, LLC?
CAPITAL ANALYSTS, LLC has approximately 705 employees and manages $7.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPITAL ANALYSTS, LLC

Deirdre Broderick Koerick
FORT WASHINGTON, PA
Raymond Paul Shivers
FORT WASHINGTON, PA
Denis Neil Houser
FORT WASHINGTON, PA

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CFP

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