Kathleen Jane Tatulli
Investment adviser representative at Capstone Wealth Management Group, LLC
21 yearsExperience
1 stateRegistered in
$356.1MFirm assets
6 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
21 years in the industry.
- Capstone Wealth Management Group, LLCJan 2019 to now
- Tatulli and Associates, LLCJan 2005 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
Capstone Wealth Management Group, LLC
$356.1MAssets managed
524Clients
6Advisers
6 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
- 7059697
- Firm CRD
- 284547