Michael Papi, financial advisor Clarks Green PA

Michael Papi

CRD Number: 7523880
Current Firm: Capstone Wealth Management Group, LLC

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.

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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
Contact Info for Michael J. Papi
Phone Number: (888) 587-7526
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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