Charles Capasso, financial advisor Charleston SC

Charles Capasso

CRD Number: 5319437
Current Firm: Capasso Planning Partners LLC

Charles Capasso (CRD# 5319437) is an Investment Advisor Representative working at Capasso Planning Partners LLC in Charleston, SC and has over 15 years of experience in the finance industry. Charles Capasso has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Capasso Planning Partners LLC Charleston, SC Jan 2018 - Current 4
Lake Tahoe Wealth Management, LLC Zephyr Cove, NV Dec 2013 - Jun 2018 4
Ltwm Inc. Mount Pleasant, SC Nov 2013 - Jun 2018 4
Detterbeck Wealth Management Charleston, SC Jan 2013 - Nov 2013 < 1
Detterbeck Wealth Management Inc. Charleston, SC Sep 2011 - Nov 2013 2
Detterbeck Wealth Management Palatine, IL Aug 2011 - Dec 2012 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2007
Contact Info for Charles D. Capasso
Phone Number: 843-608-8487
Registered State(s):
  • GA
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    255
    MILLIONS
  • Total Number of Accounts
    1,279
    ACCOUNTS
  • Average Account Value
    $199,092
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, GA, IL, MA, NC, NJ, NY, PA, SC, TX, VA

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