AG
AG

Arthur T Grutt

17 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

4050 Innslake Drive, Suite 250, Glen Allen, VA, 23060

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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

Arthur is the President of Cambridge Life Brokerage (DBA: Cambridge Insurance Advisors), an employee benefits brokerage providing various insurance products. He dedicates significantly more than full-time hours to this business, including about a quarter of his time during securities trading hours.

Employment History
Current Registrations
Capitol Securities Management, INC.
March 2019 - Present · 6 yrs 11 mos
Capitol Securities Management, INC.Broker
February 2019 - Present · 7 yrs
Previous Registrations
LPL Financial LLC
July 2013 - April 2018 · 4 yrs 9 mos
LPL Financial LLCBroker
July 2013 - April 2018 · 4 yrs 9 mos
AXA Advisors, LLC
May 2008 - March 2013 · 4 yrs 10 mos
AXA Advisors, LLCBroker
November 2006 - March 2013 · 6 yrs 4 mos
State Registrations2 states
NJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.