Braden Robert Semlitsch
Investment adviser representative at Capital Insights Group of Wny, LLC.
10 yearsExperience
1 stateRegistered in
$58.6MFirm assets
3 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
- Seminars and workshops
Experience
10 years in the industry.
- Capital Insights Group of Wny, LLC.Jan 2026 to now
- Nottinghill Wedding VenueSep 2023 to now
- Manny's Ace HardwareMay 2021 to Aug 2024
- SchoolJan 2016 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Capital Insights Group of Wny, LLC.
$58.6MAssets managed
128Clients
3Advisers
3 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
- 8114605
- Firm CRD
- 282909