Eden Elizabeth Lantzman
Investment adviser representative at Capital Analysts
11 yearsExperience
1 stateRegistered in
$8.8BFirm assets
14 yearsFirm in business
Are you Eden Elizabeth Lantzman? 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Capital AnalystsOct 2024 to now
- Lincoln InvestmentOct 2024 to now
- Cetera Investment Advisers LLCJun 2023 to Oct 2024
- Cetera Advisor Networks LLCOct 2018 to Oct 2024
- University of Pittsburgh/americorpsSep 2016 to Apr 2017
- Smiles of North HillsJun 2015 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7015236
- Firm CRD
- 162200