Richard
Ragold
Capitol Securities Management, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Richard Ragold is a financial advisor working out of Melville, New York who has 3 years of relevant experience. Ragold is an advisor for Capitol Securities Management, Inc. During their career, Ragold has held roles at Capitol Securities, Sanford Insurance Group, Crump Insurance Group, Cohn Real Estate Group, Madison High School and Transamerica. Ragold has Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to work in New Jersey. Capitol Securities Management, Inc is an advisory company operating out of Glen Allen, VA. The firm has offices in 40 locations and a total of 175 financial advisors. It handles $1 billion in total assets between its 3,202 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 10 charitable organizations. Of its 3,202 customer accounts, 32% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides a diverse range 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 for financial advisory services typically are based on which service is offered. However, fees charged by Capitol Securities Management, Inc likely consist of some blend of asset-based, hourly and fixed 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.
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
Richard Ragold Work History
Richard has been registered as a financial advisor for 3 years.*
Transamerica
Capitol Securities
Sanford Insurance Group
Crump Insurance Group
Cohn Real Estate Group
Madison High School
*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 Richard Ragold 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
Wellesley, MA
Wellesley, MA
Salisbury, MD
Glen Allen, VA
Leesburg, VA
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.
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.
