Unclaimed Profile

Mariellen Forst-Paulus

CAPITAL ANALYSTS, LLC·WYNCOTE, Pennsylvania

CAPITAL 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

Disclosure history

6 disclosures on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1640246

Firm CRD# 162200

View on FINRA BrokerCheck →

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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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