Richard William Ervolino
Investment adviser representative at Capital Management Services, Inc.
14 yearsExperience
1 stateRegistered in
$145.2MFirm assets
6 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.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Capital Management Services, Inc.Sep 2020 to now
- Liberty Partners Capital Management, LLCMar 2012 to Sep 2020
- Liberty Partners Financial Services, LLCFeb 2012 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (FL).
Capital Management Services, Inc.
$145.2MAssets managed
242Clients
7Advisers
6 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
- 2326532
- Firm CRD
- 118260