Important Disclosure Information
Capital Estate Advisors Inc. is a Registered Investment Advisor located in New York City, NY. Capital Estate Advisors and its representatives are in compliance with the current filing requirements imposed upon Registered Investment Advisors and by those states in which Capital Estate Advisors, Inc. maintains clients. Capital Estate Advisor’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications and links.
A copy of Capital Estate Advisor’s current Form ADV2 – Parts A and B discussing CEA’s business operations, services and fees is available from Capital Estate Advisors through the link at the bottom of this page.
Capital Estate Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to Capital Estate Advisors website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Paul Reback and Capital Estate Advisors) will be profitable or equal any historical performance level(s). Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).
Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from CEA, or from any other investment professional. Paul Reback is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.
The opinions and comments expressed on this site or third party sites may not accurately reflect those of Capital Estate Advisors.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Capital Estate Advisors is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Capital Estate Advisors by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Capital Estate Advisor’s website , to release and hold harmless Capital Estate Advisors, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Capital Estate Advisors.
CEA does not provide written opinions regarding tax matters and no part of Capital Estate Advisors services or this document should be relied upon as a written tax opinion. To the extent that a client requires a written opinion regarding a specific tax matter, the client should consult with the certified public accounting or law firm of their choosing. Any insurance planning or advice provided by CEA is ancillary to its investment advisory and financial planning services and such advice should not be used as the primary basis for entering into any contemplated transaction. Notwithstanding the above, any content contained in this website shall not be construed as a substitute for the advice of an insurance professional, accountant or attorney in the relevant jurisdiction. Capital Estate Advisors does not practice public accounting or practice law.