PB
PB

Paul Bedinger

45 Years of Experience
Nashua, NH
1 DisclosureBroker

Paul Bedinger is a registered investment advisor at Capitol Securities Management, INC., based in Nashua, NH, with 45 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 3,970 clients with $2.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
100 advisors
Number of Clients
3,970 clients
Average Client Portfolio
$545K average
Assets Under Management
$2.2B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum advisory fee is 2.0% per year. Fees are negotiable based on account complexity, asset size, and portfolio style.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

24 Technology Way, Nashua, NH, 03060

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2016
Settled
Other Business Activities

Paul serves as a trustee for the Kyle Bedinger Memorial Trust, a family account. He is also a board member.

Employment History
Current Registrations
Capitol Securities Management, INC.Broker
September 2022 - Present · 4 yrs 1 mo
Capitol Securities Management, INC.
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Cantella & CO., INC.Broker
January 2010 - September 2022 · 12 yrs 8 mos
Cantella & CO., INC.
January 2010 - September 2022 · 12 yrs 8 mos
Wells Fargo Advisors, LLC
January 2008 - January 2010 · 2 yrs
Wells Fargo Advisors, LLCBroker
January 2008 - January 2010 · 2 yrs
A. G. Edwards & Sons, INC.
September 1999 - January 2008 · 8 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
April 1999 - January 2008 · 8 yrs 9 mos
Tucker Anthony IncorporatedBroker
June 1994 - May 1999 · 4 yrs 11 mos
Invest Financial CorporationBroker
November 1992 - June 1994 · 1 yr 7 mos
First Investors CorporationBroker
November 1980 - November 1992 · 12 yrs
State Registrations10 states
DEFLIDILMAMDMENHNJSC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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