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Alyssa Kneedler

Capstone Partners

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About Alyssa Kneedler

Alyssa Kneedler is a financial professional registered with Capstone Partners. Alyssa has passed the Securities Industry Essentials Examination (SIE) and the Investment Banking Registered Representative Examination (Series 79TO). Alyssa has been in the industry for less than a year and is currently active in the broker-dealer channel.

Firm Information

Alyssa Kneedler is currently registered with Capstone Partners. Capstone Partners is a Limited Liability Company formed on April 8, 2004. The firm is registered with the SEC and in 15 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, and Virginia.

Not reported

Assets Under Management

Not reported

Total Clients

89

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Alyssa Kneedler’s Registration & Firm History

MA

03/04/2024 - Present

Capstone Partners (BOSTON MA)

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Licenses & Designations

BC

Issued 03/04/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 04/04/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alyssa Kneedler.
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