Marmora, NJ Office

Team
Updated today

Client AUM

$1,390,853,413

Clients

3,177

Advisors

3

Of 96 advisors across 39 offices

Location

25 Roosevelt Blvd

Marmora NJ 08223

Advisors at this office

3

Advisors at this office

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Robert G

Series 66

Marmora, NJ

Capitol Securities Management, Inc.

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.

Founder/Business Owner Retired Executive
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Joseph F

CFP®, Series 66

Marmora, NJ

Capitol Securities Management, Inc.

Joseph Fumo is a CFP® with 13 years of industry experience, currently serving at Capitol Securities Management, Inc. since 2021. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2011 to 2020. Outside of his advisory role, he owns a condominium rental business in Islamorada, Florida. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services along with financial planning and pension consulting. The firm manages assets through various programs and third-party managers, providing tailored investment approaches via discretionary and non-discretionary account management.

Founder/Business Owner Retired Executive
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Richard C

Series 63, Series 65, Series 66

Marmora, NJ

Capitol Securities Management, Inc.

Richard Cioffi is a financial advisor at Capitol Securities Management, Inc. with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at RBC Capital Markets. Outside of his advisory role, he coaches middle school varsity baseball. Capitol Securities Management, Inc. serves individual investors, institutions, retirement plans, trusts, and small businesses, providing portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, offering discretionary and non-discretionary investment programs through multiple platforms.

Founder/Business Owner Retired Executive
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