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Brian R
Series 63
Riverhead, NY
Capital Analysts
Brian Reynolds is a financial advisor with Capital Analysts, holding a Series 63 designation and 14 years of industry experience. He previously worked at Equity Services, Inc. and National Life for eight years each before joining Capital Analysts and Lincoln Investment. Outside of his advisory role, he volunteers with the Peconic Hockey Foundation in marketing and operates a collectibles sales business as a sole proprietor. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management through a combination of in-house discretionary management and non-discretionary advisor and third-party manager offerings, supported by proprietary mutual fund screening and institutional relationships.
Marc S
Series 63
Riverhead, NY
Capital Analysts
Marc Silverstein is a financial advisor with Capital Analysts and holds a Series 63 designation. He has 29 years of industry experience and has also worked with Lincoln Investment, National Life Group, and Equity Services, Inc. Outside of advisory roles, he serves as president and agent at MAS Group, Inc., where he is involved in property and casualty sales and service. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors as well as in-house discretionary investment management.
Keith M
Series 66
Riverhead, NY
Capital Analysts
Keith Maeder is a financial advisor at Capital Analysts with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Equity Services, Inc., National Life Group, and Osaic FA, Inc. In addition to his advisory role, Maeder is an insurance agent specializing in health insurance, fixed annuities, disability insurance, long-term care, and life insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through discretionary and non-discretionary models and provides retirement-plan advice via a nationwide network of advisors and in-house investment management.
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