Steven Marascia
Steven Marascia is a registered investment advisor at Capitol Securities Management, INC., based in Glen Allen, VA, with 43 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,745 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CSM charges a percentage of your portfolio each year for investment advisory advice. The maximum advisory fee is 2.0% per year. The fee is paid in advance, on a quarterly or monthly basis. The amount you pay will reduce any money you make on your investments. CSM also offers wrap fee programs where the fee includes investment advisory services and brokerage execution costs. The maximum wrap fee is 2.0% per year.
Location
4050 Innslake Drive, Suite 250, Glen Allen, VA, 23060
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 1998Other Business Activities
Steven serves as a trustee on a family trust account.
Employment History
Current Registrations
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Previous Registrations
Anderson & Strudwick, Incorporated
A&s Capital Advisors, INC.
Anderson & Strudwick, IncorporatedBroker
Tucker Anthony IncorporatedBroker
Branch, Cabell & CO., INC.Broker
Prudential-Bache Securities INC.Broker
Thomson Mckinnon Securities INC.Broker
Anderson & Strudwick, IncorporatedBroker
First Investors CorporationBroker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.