Amelia Kathleen Senecal
Investment adviser representative at Capital Investment Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
$2.4BFirm assets
17 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 Advisory Services, LLCJan 2025 to now
- Capital Investment Group, IncOct 2022 to now
- Vision Financial GroupApr 2022 to now
- Kendra ScottDec 2020 to Apr 2022
- UnemployedApr 2020 to Nov 2020
- J. CrewJan 2019 to Apr 2020
- J. CrewJul 2017 to Dec 2018
- Knox County Board of EducationAug 2016 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
Capital Investment Advisory Services, LLC
$2.4BAssets managed
6,276Clients
103Advisers
17 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
- 6062384
- Firm CRD
- 149124