Nicholas
Ferrari-Smith

Capitol Private Wealth Group LLC

CRD#6760791
Investment Advisor
in Vienna, VA

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About this Advisor

Nicholas Ferrari-Smith is a financial advisor based in Vienna, Virginia, working with Capitol Private Wealth Group LLC. Nicholas has previously held positions at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, Student, Homestead Building Systems, Comcast, Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services, LLC, Mai Capital Management LLC, and Capitol Private Wealth Group LLC. Nicholas has passed the Series 63 regulatory exam and is registered to provide services in Virginia. Currently, Nicholas is part of Capitol Private Wealth Group LLC, which operates out of Vienna, Virginia. The firm has 6 employees and manages assets totaling $357.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Capitol Private Wealth Group LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8133 Leesburg Pike Suite 780
Vienna, VA 22182

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Capitol Private Wealth Group LLC Brokerage Details

Total Assets Under Management

$357,807,663

VA Average: $1,835,309,194
Total Number of Employees

6

VA Average: 32
Total Number of Accounts

1,462

VA Average: 1,458
Average Account Size

$244,738

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Nicholas Ferrari-Smith Work History

2024 - Present (0 year)

Capitol Private Wealth Group LLC

2022 - 2023 (1 year)

Mai Capital Management LLC

2021 - 2022 (1 year)

Northwestern Mutual Investment Services, LLC

2019 - 2022 (3 years)

Northwestern Mutual Wealth Management Company

2018 - 2021 (3 years)

Northwestern Mutual Investment Services LLC

2017 - 2022 (5 years)

Northwestern Mutual Life Insurance Company

2016 - 2016 (< 1 year)

Homestead Building Systems

2015 - 2015 (< 1 year)

Comcast

2014 - 2014 (< 1 year)

Comcast

2007 - 2017 (10 years)

Student

Disclosures

Please visit the SEC profile of Nicholas Ferrari-Smith 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 Private Wealth Group LLC

Alison Cain
Vienna, VA
Anders Lundegard
Vienna, VA
Giancarlo Dalimonte
Vienna, VA
Lisa Barbieri
Vienna, VA
Bobby Glass
Vienna, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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.

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