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Mariellen Forst-Paulus

CAPITAL ANALYSTS, LLC·WYNCOTE, Pennsylvania
Unclaimed Profile
218 GLENSIDE AVENUE, WYNCOTE, PA 19095CRD# 1640246Firm CRD# 162200
01

About

Mariellen Forst-Paulus is a registered financial advisor based in WYNCOTE, Pennsylvania, affiliated with CAPITAL ANALYSTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
CAPITAL ANALYSTS, LLC
CAPITAL ANALYSTS
AUM
$7.1B
Regulatory assets under management
Employees
705
Total firm employees
View all advisors at CAPITAL ANALYSTS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1640246
Firm CRD# 162200
6 disclosures on file
View on FINRA BrokerCheck →

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05

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 in WYNCOTE
Harry Samuel Forst — LINCOLN INVESTMENT PLANNING, INC.Karen A Oneill — LINCOLN INVESTMENT PLANNING, INC.Rosemarie Forst — LINCOLN INVESTMENT PLANNING, INC.Neil D Wernick — LINCOLN INVESTMENT PLANNING, INC.Edward Samuel Forst — LINCOLN INVESTMENT PLANNING, INC.
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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