Lakewood, NY Office

Team
Updated today

Client AUM

$8,431,233,943

Clients

15,611

Advisors

3

Of 605 advisors across 185 offices

Location

110 Mall Blvd.

Lakewood NY 14750

Advisors at this office

3

Advisors at this office

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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.

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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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.

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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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.

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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