Vincent Capolupo (CRD# 4999251) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has over 18 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Appleton Partners, Inc. | Boston, MA | Aug 2023 - Current | < 1 |
Svb Wealth LLC | Newton, MA | Jul 2022 - Aug 2023 | 1 |
Svb Investment Services Inc. | Newton, MA | Jul 2022 - Aug 2023 | 1 |
Silicon Valley Bank | Newton, MA | Aug 2018 - Aug 2023 | 5 |
Svb Wealth Advisory | Newton, MA | Aug 2018 - Jul 2022 | 3 |
Morgan Stanley Smith Barney LLC | Boston, MA | Jan 2016 - Aug 2018 | 2 |
Morgan Stanley Private Bank, National Association | New York, NY | Jan 2016 - Aug 2018 | 2 |
Morgan Stanley Smith Barney LLC | Boston, MA | Jun 2009 - Jan 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2006 |
S65 | NASAA Investment Advisors Law Examination | Apr 2007 |
- MA
-
Total Assets Under Management12,650MILLIONS
-
Total Number of Accounts7,116ACCOUNTS
-
Average Account Value$1,777,721
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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