Michael Jozef Opalski
Investment adviser representative at Capital Investment Advisors
10 yearsExperience
5 statesRegistered in
$373.6MFirm assets
9 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Capital Investment Advisors, Inc.Dec 2025 to now
- Cambridge Investment Research, Inc.Nov 2025 to now
- Voya Financial Advisors, Inc.Jun 2025 to Oct 2025
- UnemployedMar 2025 to May 2025
- City Bonfires LLC, Egg'n LLC, Back Home ProductsJul 2020 to Mar 2025
- Miltek USAJun 2015 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 5 states (DC, DE, MD, PA, VA).
Capital Investment Advisors
Legal name: Capital Investment Advisors, Inc.
$373.6MAssets managed
437Clients
6Advisers
9 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
- 4743109
- Firm CRD
- 118269