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Robert S
Series 63, Series 65
Narragansett, RI
Capitol Securities Management, Inc.
Robert Stein is a financial advisor with Capitol Securities Management, Inc. in Narragansett, RI, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Capitol Securities since 2003. Outside of his advisory work, he operates a small business selling socks on weekends. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services combined with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs including separately managed accounts and wrap fee programs, utilizing a range of investment instruments and third-party money managers.
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