Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Anthony Shenton is a registered investment advisor representative with Capitol Securities Management, Inc. David has been in the securities industry since 1994. David is also registered as an investment advisor representative in Virginia and Texas. David has held previous positions at Anderson & Strudwick, Incorporated, RBC Dain Rauscher Inc., Tucker Anthony Incorporated, Branch, Cabell & Co., Inc., Dean Witter Reynolds Inc., and Smith Barney Inc. David has a strong background in financial planning and portfolio management. David has experience working with individuals, families, businesses, and trusts.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
VA
08/17/2007 - Present
Capitol Securities Management, Inc. (MOSELY VA)
VA
02/08/2002 - 08/20/2007
ANDERSON & STRUDWICK, INCORPORATED (RICHMOND VA)
NY
03/09/2002 - 03/21/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
03/28/2001 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
VA
04/11/1996 - 03/28/2001
BRANCH, CABELL & CO., INC. (RICHMOND VA)
NY
08/07/1995 - 04/08/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
10/26/1994 - 07/31/1995
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 08/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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