EW
EW

Edward Lee Wetherell

34 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
3,745 clients
Average Client Portfolio
$486K average
Assets Under Management
$1.8B

Fee Structure

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Location

28 W Market Street, Leesburg, VA, 20176

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Edward is doing business as Virginia Managed Investments, Inc. He is also a limited partner providing advice to Global Polishing Systems, LLC, owns several investment properties, owns a commercial office townhouse through 28 West Market Street LLC, and is the executor of the Estate of Dr. Carol Vervain Evans, dedicating about a quarter of his time to the estate.

Employment History
Current Registrations
Capitol Securities Management, INC.
May 1996 - Present · 29 yrs 9 mos
Capitol Securities Management, INC.Broker
May 1992 - Present · 33 yrs 9 mos
Previous Registrations
New England SecuritiesBroker
August 1991 - May 1992 · 9 mos
State Registrations22 states
AKCACOCTDCDEFLGAILMAMDMINCNYOHORPASCVAVTWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.