Valbona Capri, financial advisor Freehold NJ
90 score

Valbona Capri

CRD Number: 5502378
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Valbona Capri (CRD# 5502378) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Freehold, NJ and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner And Smith Incorporated Freehold, NJ Mar 2012 - Current 4
Morgan Stanley Smith Barney New York, NY Apr 2011 - Mar 2012 < 1
Wells Fargo Bank, N.a. Freehold, NJ Dec 2009 - Apr 2011 1
Saint John's University Staten Island, NY Sep 2006 - Jan 2010 3
Smith Barney Staten Island, NY Jan 2009 - Apr 2009 < 1
Ubs Investment Bank New York, NY Feb 2008 - Jul 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Valbona Capri
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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