Home
›
Firms
›
CORESTATES CAPITAL ADVISORS, LLC
CORESTATES CAPITAL ADVISORS, LLC
YARDLEY, Pennsylvania
·
2 registered advisors
·
CRD# 137697
SEC# 801-64854
267-759-5000
01
Firm Overview
AUM
$505M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at CORESTATES CAPITAL ADVISORS, LLC
2 registered advisors
Graham David Foster
NEWTOWN, Pennsylvania
CRD# 5973170
William Theodore Spiropoulos
NEWTOWN, Pennsylvania
CRD# 856173
05
Office Locations
NEWTOWN, Pennsylvania
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. CORESTATES CAPITAL ADVISORS, LLC (CRD# 137697) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.