Yevgeniy Shvets
Yevgeniy Shvets is a CFP-designated registered investment advisor at Capitol Securities Management, INC., based in Reston, VA, with 17 years of industry experience. Yevgeniy 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
12100 Sunset Hills Road, Suite 100, Reston, VA, 20190
Get directionsHistory
Regulatory History (1)
Criminal
May 2005Other Business Activities
Yevgeniy works as a translator and administrative assistant for his father, translating materials from a foreign language into English since January 2024. This takes about half of Yevgeniy's time and does not occur during trading hours.
Employment History
Current Registrations
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Previous Registrations
Sagevest Wealth Management
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Scottrade Investment Management
Scottrade, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Scottrade, INC.Broker
State Registrations17 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.