Riverhead, NY Office
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Capital Analysts
Multi-team
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About
Capital Analysts serves a mix of retail and institutional clients — including individual and high‑net‑worth investors, trusts, foundations, businesses and charitable organizations — and provides portfolio management, advisor‑managed custom and model portfolios, access to third‑party managers, and ERISA/403(b) retirement‑plan advice. The firm delivers these services through a nationwide network of independent advisor representatives and firm‑managed CAAMS programs.
Investment management is delivered both on a discretionary basis by an in‑house Investment Management & Research (IM&R) team and on a non‑discretionary basis via advisors and third‑party managers; the IM&R team uses a proprietary mutual‑fund screening process called CAPSL to build mutual fund, ETF and equity model portfolios and offers tax‑aware and rebalancing options. Capital Analysts also serves as co‑adviser or promoter for third‑party managers and states its fiduciary obligations for retirement and tax‑advantaged accounts.
What is noteworthy in the brochure is the firm’s integration with Lincoln Investment and its institutional relationships with Pershing/BNY, which support its sweep products (including Dreyfus bank‑deposit and government cash sweep arrangements) and are the subject of detailed revenue‑sharing and conflict‑of‑interest disclosures. The firm also highlights institutional work with plan sponsors (including school districts and 403(b) arrangements and registration with CalSTRS), relationships with other investment advisers and trust companies, and a disclosed 2018 SEC settlement and client refunds related to mutual‑fund share‑class selection.
Based on Capital Analysts
Expertise
Based on Capital Analysts
Location
Riverhead NY
Advisors at this office
3
Advisors at this office
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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