CAPITAL FINANCIAL SERVICES LLC

CLIFTON PARK, New York·3 registered advisors·CRD# 107960
SEC# 801-577250518-399-3903
01

Firm Overview

AUM
$128M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CAPITAL FINANCIAL SERVICES LLC

3 registered advisors
Cherry Gayle Laska
CLIFTON PARK, New York
William Charles Jerome
CLIFTON PARK, New York
William Joseph Jerome
CLIFTON PARK, New York
05

Office Locations

CLIFTON PARK, New York
3 advisors

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Data sourced from SEC Form ADV filings. CAPITAL FINANCIAL SERVICES LLC (CRD# 107960) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.