Dean
Anatra
William Joseph Capital Management,LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Dean Anatra is a financial advisor who works in Guilford, Connecticut with a total of 7 years of relevant experience. Anatra is on the advisory team at William Joseph Capital Management,LLC. Their career trajectory has included roles at William Joseph Capital Management LLC, Dean Anatra Cpa, LLC and Brightbooks Shoreline, LLC. Anatra holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Connecticut. William Joseph Capital Management,LLC is an advisory firm operating out of Bristol, CT. The investment advisory business has offices in 14 locations and a total of 16 employees. It has $201 million in total assets among its 1,393 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,393 client accounts, just 13% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fees charged by William Joseph Capital Management,LLC can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
William Joseph Capital Management,LLC Brokerage Details
$201,251,887
16
1,393
$144,474
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Dean Anatra Work History
Dean has been registered as a financial advisor for 7 years.*
Brightbooks Shoreline, LLC
William Joseph Capital Management LLC
Dean Anatra Cpa, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dean Anatra to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at William Joseph Capital Management,LLC
Lilburn, GA
Bristol, CT
Bristol, CT
Newport, RI
Bristol, CT
Bristol, CT
Bristol, CT
Hampstead, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
