Sabrina Dianne Hartley
Investment adviser representative at Capital Analysts
13 yearsExperience
1 stateRegistered in
$8.8BFirm assets
14 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Capital AnalystsDec 2017 to now
- Capital AnalystDec 2017 to now
- Lincoln InvestmentDec 2017 to now
- Business Networking International (bni)Oct 2017 to now
- League of Women VotersOct 2017 to now
- ToastmastersOct 2017 to now
- Zonta TallahasseeJun 2017 to now
- League of Women Voters- Tallahassee ChapterFeb 2017 to now
- Various Insurance Carriers for W&r Insurance AgenciesNov 2016 to now
- Big Bend HospiceJan 2013 to now
- Waddell & Reed IncApr 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 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
- 6638895
- Firm CRD
- 162200