Lindsey
Simek
Capstone Investment Financial Group, LLC
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About this Advisor
Lindsey Simek is a financial advisor operating out of Webster, New York who has 2 years of relevant experience. Simek is on the advisory team at Capstone Investment Financial Group, LLC. Over the course of their career, they have held roles at New England College Of Business, Eco Tech Institute, Homemaker, Innovation Factory, New York Life Insurance Company, Nylife Securities, LLC, Homemaking, Tap And Burger and Capstone Investment Financial Group, LLC. Simek holds a Series 65 license, designating them as an investment advisor representative, and can work in Colorado. Capstone Investment Financial Group, LLC is a registered investment business that has its headquarters in Webster, NY. It has offices in three locations and a total of six financial advisors. It handles $109 million in assets across its 997 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 997 client accounts, just 7% belong to high-net-worth clients who have more than $1 million in assets available to invest. The firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Financial management fees typically depend on which service is offered. Fees billed by Capstone Investment Financial Group, LLC may include some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capstone Investment Financial Group, LLC Brokerage Details
$108,593,816
6
997
$108,921
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Lindsey Simek Work History
Lindsey has been registered as a financial advisor for 2 years.*
Capstone Investment Financial Group, LLC
Homemaking
Tap And Burger
Homemaker
New York Life Insurance Company
Nylife Securities, LLC
New England College Of Business
Eco Tech Institute
Homemaker
Innovation Factory
Homemaker
*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 Lindsey Simek 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 Capstone Investment Financial Group, LLC
Webster, NY
Webster, NY
Webster, NY
Webster, NY
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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