Michael Capobianco, financial advisor Lexington MA

Michael Capobianco

CRD Number: 2159543
Current Firm: Mwa Asset Management

Michael Capobianco (CRD# 2159543) is an Investment Advisor Representative working at Mwa Asset Management in Lexington, MA and has over 32 years of experience in the finance industry.

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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1991
S65 NASAA Investment Advisors Law Examination Mar 1996
Contact Info for Michael J. Capobianco
Phone Number: 781-263-1600
Firm Website: http://www.mwa-am.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    185
    MILLIONS
  • Total Number of Accounts
    406
    ACCOUNTS
  • Average Account Value
    $454,608
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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

FL, MA, NH, NJ, TX

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