CAPITAL MARKET STRATEGIES LLC

Legal name: ALPHA BETA GAMMA WEALTH MANAGEMENT

CRD #286579 SEC #801-110035 PALM BEACH GARDENS, FL (561) 207-6399

SEC Registered

Total AUM

$267M

Discretionary

$266.4M

Employees

Clients

Accounts

318

Firm Details

Organization Type: Limited Liability Company
State of Formation: Florida
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 28, 2025
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
ROBIN, JOANNE, NMN	I	MANAGING DIRECTOR	NA
ROBIN, JOANNE, NMN	I	MANAGING DIRECTOR	NA
ROBIN, JOANNE, NMN	I	MANAGING DIRECTOR	NA
ROBIN, JOANNE, NMN	I	MANAGING DIRECTOR	NA
ROBIN, JOANNE, NMN	I	MANAGING DIRECTOR	NA
ROBIN, JOANNE, NMN	I	MANAGING DIRECTOR	NA
West, Stephanie, Lynn	I	CHIEF COMPLIANCE OFFICER	NA
West, Stephanie, Lynn	I	CHIEF COMPLIANCE OFFICER	NA
West, Stephanie, Lynn	I	CHIEF COMPLIANCE OFFICER	NA
West, Stephanie, Lynn	I	CHIEF COMPLIANCE OFFICER	NA
West, Stephanie, Lynn	I	CHIEF COMPLIANCE OFFICER	NA
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER	E	Control
LYMAN, CURTIS, LEE	I	MANAGING MEMBER	E	Control

Registrations

Federal

Mar 28, 2025 REGISTERED

Notice Filings (10)

AR FL GA IL LA MD NH NJ NY TX

Address

3801 PGA BLVD.
SUITE 600
PALM BEACH GARDENS, FL 33410
United States

Phone: (561) 207-6399