Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Nicholas B
Series 63
East Syracuse, NY
Capital Analysts
Nicholas Beiter is a financial advisor at Capital Analysts with 20 years of industry experience. He holds a Series 63 designation and has worked previously at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory work, he is involved in media ventures focused on the bourbon industry, including co-creating and contributing to a bourbon-related website and founding a media company that produces press releases for whiskey brands. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management through various programs. The firm’s investment decisions are guided by an in-house research team utilizing proprietary screening methods, and it supports a wide range of advisory and business arrangements through its network of advisors.
Reginald G
Series 63
East Syracuse, NY
Capital Analysts
Reginald Grandjean is a financial advisor at Capital Analysts with 39 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of advisory work, Grandjean is a 40% owner and Vice President of Choice Pay Inc, a payroll services company. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs, supported by an in-house Investment Management & Research team that uses proprietary screening and model portfolios.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters