David Capozza (CRD# 5091896) is an Investment Advisor Representative working at Conning Investment Products, Inc. in Chicago, IL and has over 17 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Conning Investment Products, Inc. | Hartford, CT | Jul 2023 - Current | < 1 |
| Liberty Bank Investment Services | Middletown, CT | Feb 2020 - Jun 2023 | 3 |
| Liberty Bank | Middletown, CT | Feb 2020 - Jun 2023 | 3 |
| Raymond James Financial Services Advisors, Inc. | Middletown, CT | Jan 2009 - Jun 2023 | 14 |
| Raymond James Financial Services, Inc. | Middletown, CT | May 2007 - Jun 2023 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2006 |
- CT
-
Total Assets Under Management486MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$162,153,621
- A percentage of assets under your management
- Portfolio management for businesses (other than small businesses) or institutional clients
CT
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