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Craig Scott Sablosky

19 Years of Experience
BrokerSells Insurance
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

12100 Sunset Hills Road, Suite 100, Reston, VA, 20190

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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 ActivitiesSells Insurance

Craig is the owner of an insurance business, focusing on group insurance such as health and disability. He spends minimal time on renewals and referrals.

Employment History
Current Registrations
Capitol Securities Management, INC.Broker
April 2019 - Present · 6 yrs 10 mos
Capitol Securities Management, INC.
April 2019 - Present · 6 yrs 10 mos
Previous Registrations
LPL Financial LLC
November 2017 - May 2019 · 1 yr 6 mos
LPL Financial LLCBroker
November 2017 - May 2019 · 1 yr 6 mos
Investment Professionals, INC.Broker
January 2010 - November 2017 · 7 yrs 10 mos
Investment Professionals, INC.
January 2010 - November 2017 · 7 yrs 10 mos
Park Avenue Securities LLC
July 2007 - January 2010 · 2 yrs 6 mos
Park Avenue Securities LLCBroker
May 2006 - January 2010 · 3 yrs 8 mos
State Registrations9 states
DEFLILNCOHTNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Craig Scott Sablosky - Financial Advisor | TrueAdvisor