Shaun Setu Mazumdar
Investment adviser representative at Capital Investment Advisors, LLC
12 yearsExperience
1 stateRegistered in
$8.2BFirm assets
15 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Capital Investment Advisors, LLCFeb 2025 to now
- Keeler Thomas Management LLCAug 2024 to Dec 2024
- Modera Wealth ManagementJun 2024 to Aug 2024
- Utah Valley UniversityAug 2021 to Dec 2024
- Centennial High SchoolAug 2017 to May 2021
- Leavitt Middle SchoolAug 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
Capital Investment Advisors, LLC
$8.2BAssets managed
6,014Clients
59Advisers
15 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
- 7974455
- Firm CRD
- 158055