Michael Capozzi (CRD# 5236134) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Amherst, NY and has over 14 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4690465
Key Investment Services LLC
CRD# 1604730
Lytle Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Amherst, NY | Jul 2022 - Current | 1 |
| Charles Schwab & Company, Inc. | Amherst, NY | Jan 2022 - Current | 2 |
| Td Ameritrade, Inc. | Amherst, NY | Feb 2018 - Dec 2022 | 4 |
| Td Ameritrade Investment Management, LLC | Amherst, NY | Feb 2018 - Dec 2022 | 4 |
| Scottrade Investment Management | Westminster, CO | Mar 2017 - Feb 2018 | < 1 |
| Scottrade | Westminster, CO | Mar 2011 - Feb 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2009 |
- NY
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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