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Robert Green

Capitol Securities Management, Inc.

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About Robert Green

Robert Green is a registered representative with Capitol Securities Management, Inc., located in Marmora, NJ. Robert has been in the securities industry since May 12, 2014. Robert holds the Series 7, SIE, and Series 66 licenses. Prior to joining Capitol Securities Management, Inc., Robert was employed by BOENNING & SCATTERGOOD, INC. The firm is a registered investment adviser and provides investment advisory services to individuals, businesses, and trusts. Robert is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Robert Green 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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Robert Green’s Registration & Firm History

NJ

08/11/2020 - Present

Capitol Securities Management, Inc. (Marmora NJ)

NJ

05/13/2014 - 08/10/2020

BOENNING & SCATTERGOOD, INC. (Linwood NJ)

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Licenses & Designations

BOTH

Issued 06/30/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Green.
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