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Louis D
Series 63
Lakewood, NY
Capital Analysts
Louis Deppas is a financial advisor with Capital Analysts in Lakewood, NY, holding a Series 63 designation and 38 years of industry experience. He previously worked with Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of advisory work, he serves as vice-president of the Lucy Desi Center board and is a board member of the Chautauqua Sports Hall of Fame. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management, utilizing an in-house investment management team and proprietary tools, and supports a range of advisor-managed strategies and third-party manager selections.
Devin C
Series 63, Series 65
Lakewood, NY
Capital Analysts
Devin Cruea is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Capital Analysts, he worked at Lincoln Investment and Paychex Inc. Outside of his advisory role, he is involved in Medicare supplement and advantage plan sales and serves as a paid assistant coach for modified football at Frewsburg Central School. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with access to proprietary model portfolios and third-party managers, supported by an in-house investment research team.
Noah L
Series 63, Series 65
Lakewood, NY
Capital Analysts
Noah Larson is a financial advisor at Capital Analysts with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Capital Analysts, he worked at Lincoln Investment and Lewis & Lewis, P.C. He also serves as a Medicare sales representative, assisting Medicare-eligible individuals in selecting appropriate plans. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs a proprietary mutual fund screening process and offers discretionary and non-discretionary portfolio management, advisor-managed models, and third-party manager access.
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