Michael Papi (CRD# 7523880) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Clarks Green, PA and has 1 year of experience in the finance industry.
CRD# 1667988
Trustmont Advisory Group, Inc.
CRD# 1620029
Blackridge Asset Management, LLC
CRD# 1040390
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capstone Wealth Management Group, LLC | Clarks Green, PA | Mar 2022 - Current | 1 |
| Unemployed | Fort Mill, SC | Oct 2021 - Mar 2022 | < 1 |
| Gastonia Honey Hunters | Gastonia, NC | Apr 2021 - Oct 2021 | < 1 |
| Unemployed | Fort Mill, SC | Sep 2020 - Mar 2021 | < 1 |
| Cleveland Indians | Cleveland, OH | Jul 2014 - Aug 2020 | 6 |
| Student | Charlottesville, VA | Jan 2010 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- NC
-
Total Assets Under Management213MILLIONS
-
Total Number of Accounts1,088ACCOUNTS
-
Average Account Value$196,002
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NC, NJ, NY, PA, SC, TX
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