Robert Green Jr. is a Series 66 licensed financial advisor with 11 years of industry experience. He has worked at Capitol Securities Management, Inc. since 2020 and previously spent six years at Boenning & Scattergood. Capitol Securities Management serves individual, corporate, and charitable clients, including high-net-worth individuals, offering brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm utilizes a variety of investment vehicles and programs, managing assets through separately managed accounts and third-party money managers.

Joseph Fumo is a CFP® and Series 66-licensed advisor with 13 years of industry experience. He is currently with Capitol Securities Management, Inc. and previously worked at Wells Fargo Clearing. Outside of financial advising, he owns a condominium rental property managed by a third party. Capitol Securities Management serves individual investors, including high-net-worth clients, as well as institutional clients, retirement plans, trusts, and small businesses. The firm provides portfolio management, financial planning, and consulting through both broker-dealer and registered investment adviser platforms.

Richard Cioffi is a financial advisor with Capitol Securities Management, Inc. in Marmora, NJ, holding Series 63, 65, and 66 licenses and having 29 years of industry experience. He previously worked at RBC Capital Markets and has served as a baseball coach for a middle school team. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses by providing portfolio management, financial planning, consulting, and wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, offering advisory services through IAR-managed programs, separately managed accounts, and third-party Money Managers.