Joseph
Pitea

Capital Investment Advisory Services, LLC

CRD#2088456
Investment Advisor
in Hickory, NC

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About this Advisor

Joseph Pitea is a financial advisor based in Hickory, North Carolina, who has 16 years of experience as a financial advisor. Pitea currently works for Capital Investment Advisory Services, LLC. Over the course of their career, Pitea has held roles at Capital Investment Group, Inc, Capital Investment Advisory Services, LLC, H. Beck, Inc and Linsco/Private Ledger Corp. Pitea holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. Capital Investment Advisory Services, LLC is a financial advisory company operating out of Hickory, North Carolina. The investment advisory business has offices in 39 locations and a total of 115 people on staff. It administers $977 million in total assets among its 5,205 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm serves one charities and foundations. Of its 5,205 customer accounts, just 5% are held by high-net-worth individuals who have more than $1 million in investable assets. Capital Investment Advisory Services, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules are based on which services the firm provides the client. Fees charged by Capital Investment Advisory Services, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

16 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

201 Government Ave Sw Suite 105
Hickory, NC 28602

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Capital Investment Advisory Services, LLC Brokerage Details

Total Assets Under Management

$976,720,218

NC Average: $3,625,019,099
Total Number of Employees

115

NC Average: 22
Total Number of Accounts

5,205

NC Average: 1,917
Average Account Size

$187,650

NC Average: $1,890,985

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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

Joseph Pitea Work History

Joseph has 16 years of experience.

2020 - Present (1 year)

Capital Investment Group, Inc

2020 - Present (1 year)

Capital Investment Advisory Services, LLC

2013 - 2019 (6 years)

H. Beck, Inc

2004 - 2013 (9 years)

Linsco/Private Ledger Corp

Disclosures

Joseph Pitea has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Capital Investment Advisory Services, LLC

Jack Russell
Atlanta, GA
Arch Decastrique
Raleigh, NC
Cecil Creasy
Raleigh, NC
Jerry Payne
Raleigh, NC
Hugh Hale
Raleigh, NC
Scott Bass
Rincon, GA
Anthony Pitta
Raleigh, NC
Joseph Gay
Wilmington, NC

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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