Greenwood Village, CO Office

Team
Updated today

Client AUM

$8,195,046,393

Clients

6,014

Advisors

6

Of 59 advisors across 6 offices

Location

8101 E. Prentice Avenue, #1000

Greenwood Village CO 80111

Advisors at this office

6

Advisors at this office

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Christopher P

Series 66

Greenwood Village, CO

Capital Investment Advisors, LLC

Christopher Pataky is a financial advisor at Capital Investment Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, and Charles Schwab. He is the owner of CP Sales Services, LLC, a passive business entity unrelated to investment activities. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform combining standardized asset-allocation models, actively managed sleeves, and ETF-based portfolios, supplemented by in-house specialists and access to private investment solutions and pension consulting services.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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Olivia G

Series 63, Series 65

Greenwood Village, CO

Capital Investment Advisors, LLC

Olivia Grecco is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services, DiSys, The One Group, Macquarie Group, and Clemson University. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and provides access to private investment solutions and specialized in-house planning resources.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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Alex N

Series 63, Series 66, Series 65

Greenwood Village, CO

Capital Investment Advisors, LLC

Alex Nuechterlein is a financial advisor at Capital Investment Advisors, LLC with nine years of industry experience. He has held positions at Allspring Funds Distributor, LLC, Mackenzie & Partners, Inc., Institutional Cash Distributors, LLC, and Fidelity Brokerage Services, LLC. Nuechterlein holds Series 63, 65, and 66 licenses. Capital Investment Advisors serves individual, high-net-worth, and institutional clients through discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform with standardized asset-allocation models and actively managed sleeves, complemented by in-house estate and tax planning specialists and distinctive access to private investment solutions and pension consulting services.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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Drew F

Series 63, Series 65

Greenwood Village, CO

Capital Investment Advisors, LLC

Drew Fear is a financial advisor at Capital Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Personal Capital Advisors Corporation. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed sleeves, complemented by in-house estate and tax planning specialists and access to private investment solutions.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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William S

CFP®, Series 65, Series 63

Greenwood Village, CO

Capital Investment Advisors, LLC

William Skiles is a CFP® with seven years of experience in the financial services industry. He is currently with Capital Investment Advisors, LLC and has previously worked at Empower Advisory Group, Personal Capital Advisors Corporation, Personal Capital, and American Family Insurance. Skiles also served in the United States Army Reserve for eight years. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform with standardized asset-allocation models and offers access to private investment solutions and specialized pension consulting services.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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Michael D

Series 66

Greenwood Village, CO

Capital Investment Advisors, LLC

Michael De La Garza is a financial advisor at Capital Investment Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Perry Investment Solutions, LLC and Bank of America, N.A., among other firms. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and provides access to private investment solutions along with specialized estate and tax planning resources.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
View complete list of advisors at this office
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