linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William Richard Stade

Capitol Securities Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William Richard Stade

William Stade is a financial advisor with over 30 years of experience in the industry. William is currently registered as a broker-dealer and investment advisor representative with Capitol Securities Management, Inc. William has a wide range of experience working with individuals and families on their financial planning needs. William is a Certified Financial Planner.

Firm Information

William Stade 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William Stade’s Registration & Firm History

VA

05/11/1999 - Present

Capitol Securities Management, Inc. (RESTON VA)

DC

01/26/1994 - 04/16/1999

WASHINGTON INVESTMENT CORPORATION (WASHINGTON DC)

Not sure if William Richard Stade is right for you?

Licenses & Designations

IA

Issued 11/15/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/28/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/17/1998

Series 24 - General Securities Principal Examination

BC

Issued 06/02/1998

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/1994

Series 3 - National Commodity Futures Examination

BC

Issued 01/25/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Richard Stade.
Not sure if William Richard Stade is right for you?