Vandolf Parish
Investment adviser representative at Capital Analysts
10 yearsExperience
1 stateRegistered in
$8.8BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Capital AnalystsAug 2024 to now
- Lincoln InvestmentAug 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to May 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2020 to Jul 2022
- The Prudential Insurance Company of AmericaJun 2019 to Oct 2020
- Pruco Securities LLCMay 2019 to Oct 2020
- AXA Advisors, LLCMay 2018 to May 2019
- UnemployedApr 2018 to May 2018
- New York State AssemblyNov 2016 to Apr 2018
- Congressman Mike Honda (ret)Aug 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (DC).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2241831
- Firm CRD
- 162200