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Robert Marc McKoy

Capitol Securities Management, Inc.

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About Robert Marc McKoy

Robert McKoy has been in the financial services industry since December 2, 1991. Robert is currently registered with Capitol Securities Management, Inc. Robert has also worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Wachovia Securities, LLC, Centura Securities, Inc. and UVEST Investment Services. Robert is licensed in 20 states and is a Series 66, Series 63, Series 7, and SIE licensed professional. Robert specializes in helping individual investors, trusts/estates/joint accnts, corporations or other businesses, high net worth individuals, charitable organizations, and pension and profit sharing plans. Robert's areas of expertise include financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Robert McKoy 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 McKoy’s Registration & Firm History

VA

08/10/2016 - Present

Capitol Securities Management, Inc. (GLEN ALLEN VA)

NC

10/23/2009 - 01/07/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON NC)

NC

08/17/2007 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (WILMINGTON NC)

NC

05/04/2001 - 08/20/2007

WACHOVIA SECURITIES, LLC (WILMINGTON NC)

NC

07/06/1994 - 04/24/2001

CENTURA SECURITIES, INC. (KANNAPOLIS NC)

NC

01/06/1993 - 07/13/1994

UVEST INVESTMENT SERVICES (CHARLOTTE NC)

NY

11/06/1991 - 12/18/1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/05/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/27/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Robert Marc McKoy. Review regulatory record here.
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