Anthony Dicapua (CRD# 6774954) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 6 years of experience in the finance industry.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5727035
J.p. Morgan Securities LLC
CRD# 6053461
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Focused Wealth Management, Inc. | Newburgh, NY | Oct 2019 - Current | 4 |
| Securities America, Inc. | Newburgh, NY | Apr 2018 - Current | 6 |
| Securities America Advisors | Highland, NY | Apr 2018 - Nov 2019 | 1 |
| Infinex Investments, Inc. | Meriden, CT | Mar 2017 - Mar 2018 | 1 |
| Rhinebeck Bank | Poughkeepsie, NY | Apr 2015 - Mar 2018 | 2 |
| Rhinebeck Bank | Poughkeepsie, NY | Mar 2014 - Apr 2015 | 1 |
| Friendly Honda | Poughkeepsie, NY | Apr 2012 - Jul 2014 | 2 |
| Mount Saint Mary College | Newburgh, NY | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- NJ
- NY
-
Total Assets Under Management1,184MILLIONS
-
Total Number of Accounts1,980ACCOUNTS
-
Average Account Value$597,801
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, CT, DC, FL, GA, HI, MA, MD, MN, NC, NJ, NY, OH, PA, SC, TX, VA, WA
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