Joshua
Stillman
Capitol Financial Consultants, Inc
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About this Advisor
Joshua Stillman is a financial advisor who works out of Mc Lean, Virginia with 8 years of relevant experience. Stillman is currently employed by Capitol Financial Consultants, Inc. During their career, Stillman has held roles at Capitol Financial Consultants Inc and Stategy&, Inc. Stillman has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Maryland and Virginia. Capitol Financial Consultants, Inc is a registered investment company that has its headquarters in Mc Lean, VA. It handles $170 million in assets among its 363 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 363 customer accounts, 51% belong to high-net-worth investors who have more than $1 million in investable assets. Capitol Financial Consultants, Inc performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely vary depending on which services are provided. Fees billed by Capitol Financial Consultants, Inc can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capitol Financial Consultants, Inc Brokerage Details
$170,002,502
3
363
$468,326
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joshua Stillman Work History
Joshua has been registered as a financial advisor for 8 years.*
Capitol Financial Consultants Inc
Stategy&, 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 Joshua Stillman 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 Financial Consultants, Inc
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
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