Skip to content

Corey Stephen Waddell

Investment adviser representative at Capital Cities, LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$0Firm assets

Are you Corey Stephen Waddell? Claim your profile

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.

  • Pension consulting

Experience

13 years in the industry.

  1. Capital Cities InvestmentsApr 2014 to now
  2. Capital Cities, LLCOct 2013 to now

Designations

  • CFA

Exams passed

  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 1 state (IN).

Capital Cities, LLC

$0Assets managed
15Clients
10Advisers
18 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
5286497
Firm CRD
122916
Advisor's SEC record (opens in a new tab)
CallContact this firm