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Bert Patrick Ward

Capacuity LLC

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About Bert Patrick Ward

Bert Patrick Ward is a financial professional with over 15 years of experience in the industry. Bert is currently registered with Capacuity LLC. Bert has a wide range of experience in the financial services industry, having worked for firms such as Principal Securities, Inc. and Princor Financial Services Corporation. Bert is a Certified Financial Planner and a Chartered Financial Consultant.

Firm Information

Bert Ward is currently registered with Capacuity LLC. CapAcuity LLC is an investment advisor based in LAKE MARY, FL. The firm has 9 licensed agents, 14 investment adviser representatives, and 19 registered representatives. They manage approximately $7,423,956,641 in regulatory assets under management. The firm specializes in providing pension consulting and selection of other advisers, and manages portfolios for businesses. CapAcuity also serves non-qualified deferred compensation plans and pooled investment vehicles.
Capacuity LLC

300 INTERNATIONAL PARKWAY

LAKE MARY, FL 32746

$7.42B

Assets Under Management

Not reported

Total Clients

13

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees associated with offset of affiliated broker dealer

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Bert Ward’s Registration & Firm History

FL

03/22/2022 - Present

Capacuity LLC (LAKE MARY FL)

NC

12/15/2011 - 01/23/2022

PRINCIPAL SECURITIES, INC. (RALEIGH NC)

NC

06/28/2006 - 12/31/2009

PRINCOR FINANCIAL SERVICES CORPORATION (RALEIGH NC)

NC

08/29/2005 - 06/01/2006

MORGAN STANLEY DW INC. (RALEIGH NC)

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Licenses & Designations

BOTH

Issued 09/16/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/30/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 08/26/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bert Patrick Ward.
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