Morgan Stanley
47yrs
Top advisor by experience in Syracuse
2yrs
Samuel Capilli
Financial advisor at Cambridge Investment Research Advisors
Based in Syracuse, New York, Samuel Capilli is a fiduciary financial advisor with 2 years of industry experience. Samuel has been with Cambridge Investment Research Advisors since 2025. Cambridge Investment Research Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 501 advisors with offices in Syracuse, and one of 420 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office7293 Buckley Road, Suite 100, Syracuse, NY 13212
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowBlue Horizon Equity, Inc.Current
- Feb 2025 – nowCambridge Investment Research Advisors, Inc.Current firm
Contact Samuel
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Samuel. 7293 Buckley Road, Suite 100Syracuse, NY 13212Office · Get directions Instagram pageCambridge Investment Research Advisors
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Questions to ask Samuel
Tailored to Samuel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Samuel
How do I contact Samuel?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Samuel Capilli. Samuel works from the Syracuse, NY office.
How long has Samuel been a financial advisor?
Samuel has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Samuel hold?
Series 66. Tap any license on this page to see what it allows.
Is Samuel a fiduciary?
Samuel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Samuel paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Samuel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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