Michael Capobianco, financial advisor Lexington MA

Michael Capobianco

CRD Number: 2159543
Current Firm: Morton Wealth Advisors

Michael Capobianco (CRD# 2159543) is an Investment Advisor Representative working at Morton Wealth Advisors in Lexington, MA and has over 31 years of experience in the finance industry.

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Origin Financial
Company Name Location Dates Years
Rorcha LLC Lynnfield, MA Jan 2019 - Current 3
Lattanzi Financial Revere, MA Jun 2017 - Current 5
Alc Advisory (aurora Leslie Llc) Lexington, MA Jan 2015 - Current 7
Insurance - Non Variable Wellesley, MA Aug 2007 - Current 15
Morton Wealth Advisors Inc. Wellesley, MA Dec 2006 - Current 15
Triad Advisors, Inc. Norcross, GA Aug 2013 - Mar 2017 3
Merriman Asset Managment, Inc. San Francisco, CA Oct 2013 - Oct 2014 1
Capitol Securities & Associates, Inc. Wellesley, MA Sep 2010 - Aug 2013 2
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.mortonfin.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    192
    MILLIONS
  • Total Number of Accounts
    339
    ACCOUNTS
  • Average Account Value
    $567,806
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

MA, NH

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