Joseph J Fumo
Investment adviser representative at Capitol Securities Management, Inc.
15 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$2.2BFirm assets
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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
- Seminars and workshops
Experience
15 years in the industry.
- Joseph Fumo - Executive Bay CondominiumsFeb 2024 to now
- Capitol Securities Management, Inc.Apr 2021 to now
- UnemployedDec 2020 to Apr 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Dec 2020
- Wells Fargo AdvisorsDec 2011 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, TX).
Capitol Securities Management, Inc.
$2.2BAssets managed
3,970Clients
97Advisers
34 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
- 6010416
- Firm CRD
- 14169