Stefan Taylor Spazek
Investment adviser representative at Capital Advisors Group, Inc
20 yearsExperience
1 stateRegistered in
$23BFirm assets
25 yearsFirm in business
Are you Stefan Taylor Spazek? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Capital Advisors Group, IncMay 2006 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (MA).
Capital Advisors Group, Inc
$23BAssets managed
236Clients
6Advisers
25 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
- 5508296
- Firm CRD
- 112000