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Patrick Anthony Dagostino

Capitol Securities Management, Inc.

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About Patrick Anthony Dagostino

Patrick Dagostino is a registered representative with Capitol Securities Management, Inc. Patrick has been in the financial services industry since March 15, 1998. Patrick is licensed in 20 states. Prior to joining Capitol Securities Management, Inc., Patrick was a registered representative with Boenning & Scattergood, Inc., and Pruco Securities Corporation. Patrick is a Series 6, Series 7, Series 63, and SIE licensed professional.

Firm Information

Patrick Dagostino is currently registered with Capitol Securities Management, Inc.. Capitol Securities Management, Inc. is a corporation formed in March 1981 and based in Glen Allen, Virginia. They are an SEC-registered investment advisor with over 100 investment advisor representatives and licensed agents. The firm manages between $1 billion and $10 billion in client assets and offers a variety of advisory services including financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. Their clients include high-net-worth individuals, trusts and estates, corporations, individuals other than high-net-worth, pension plans, and charitable organizations. They are registered in all 50 states and the District of Columbia.
Capitol Securities Management, Inc.

4050 INNSLAKE DRIVE

GLEN ALLEN, VA 23060

$1.40B

Assets Under Management

51

Total Clients

139

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Patrick Dagostino’s Registration & Firm History

NJ

06/29/2020 - Present

Capitol Securities Management, Inc. (Marmora NJ)

NJ

07/05/2001 - 07/20/2020

BOENNING & SCATTERGOOD, INC. (MARMORA NJ)

NJ

03/16/1998 - 07/20/2001

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 05/19/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/2001

Series 7 - General Securities Representative Examination

BC

Issued 03/13/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Patrick Anthony Dagostino. Review regulatory record here.
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