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Lee Alan Duckworth

CAPITAL WEALTH MANAGEMENT, LLC·WEST WARWICK, Rhode Island
Unclaimed Profile
1300 DIVISION ROAD, WEST WARWICK, RI 02893CRD# 2097591Firm CRD# 157959
01

About

Lee Alan Duckworth is a registered financial advisor based in WEST WARWICK, Rhode Island, affiliated with CAPITAL WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAPITAL WEALTH MANAGEMENT, LLC
CAPITAL WEALTH MANAGEMENT, LLC
AUM
$858M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at CAPITAL WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2097591
Firm CRD# 157959
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lee Alan Duckworth offer?
Lee Alan Duckworth specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST WARWICK, Rhode Island for a consultation.
What are Lee Alan Duckworth's credentials?
Lee Alan Duckworth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lee Alan Duckworth located?
Lee Alan Duckworth is based in WEST WARWICK, Rhode Island, working with CAPITAL WEALTH MANAGEMENT, LLC. Their office serves clients in the WEST WARWICK metropolitan area and surrounding communities.
How does Lee Alan Duckworth charge for services?
Lee Alan Duckworth'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 WEALTH MANAGEMENT, LLC?
CAPITAL WEALTH MANAGEMENT, LLC has approximately 17 employees and manages $858M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WEST WARWICK
Jason Eliot Siperstein — ELIOT ROSE WEALTH MANAGEMENT, LLCPeter James Alofsin — CAPITAL WEALTH MANAGEMENT, INC.Brad M Ingegneri — IVY WEALTH MANAGEMENT, INC.Gary Steven Siperstein — ELIOT ROSE WEALTH MANAGEMENT, LLCBrian Andrew Glatz — CAPITAL WEALTH MANAGEMENT, LLC
Nearby cities in Rhode Island
PROVIDENCE (133)SMITHFIELD (23)WESTERLY (17)NEWPORT (12)WARWICK (11)
City Guides
PROVIDENCE GuideSMITHFIELD GuideWESTERLY GuideNEWPORT GuideWARWICK Guide
Research
Advisor Fees in Rhode IslandNational Fee Analysis
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