Patrick Dagostino
Patrick Dagostino is a registered investment advisor at Capitol Securities Management, INC., based in Marmora, NJ, with 28 years of industry experience. Patrick 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
25 Roosevelt Blvd, Marmora, NJ, 08223
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2016Customer Dispute
January 2015Other Business Activities
Patrick is a co-owner of North Point Holdings LLC and acts as a landlord, maintaining a building. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Previous Registrations
1914 Advisors
Boenning & Scattergood, INC.Broker
Pruco Securities 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.