Claire
Soja
Capitol Securities Management, Inc
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About this Advisor
Claire Soja is a financial advisor based in Tampa, Florida who has 1 year of industry experience. Soja works at Capitol Securities Management, Inc. Over the course of their career, they have held roles at Capitol Securities Management, Inc, Detwiler, Mitchell, Fenton & Graves, Inc, Winslow, Evans & Crocker, Inc and Ameriprise Financial Services LLC. Soja has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in California and Massachusetts. Capitol Securities Management, Inc is a financial advisory company based out of Glen Allen, VA. The firm has offices in 40 locations and a total of 175 financial advisors. It controls $1 billion in assets under management between its 3,202 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 10 charities and foundations. Of its 3,202 accounts, 32% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on the type of financial services. Fees billed by Capitol Securities Management, Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capitol Securities Management, Inc Brokerage Details
$1,285,947,379
175
3,202
$401,608
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Claire Soja Work History
Claire has been registered as a financial advisor for 1 years.*
Capitol Securities Management, Inc
Ameriprise Financial Services LLC
Winslow, Evans & Crocker, Inc
Detwiler, Mitchell, Fenton & Graves, Inc
*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 Claire Soja 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 Capitol Securities Management, Inc
Toms River, NJ
Glen Allen, VA
Leesburg, VA
Wellesley, MA
Glen Allen, VA
Tampa, FL
Salisbury, MD
Glen Allen, VA
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.
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