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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.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
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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.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
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