Frank Cappadora (CRD# 2482297) is an Investment Advisor Representative working at Cic Wealth, LLC in Owings Mills, MD and has over 23 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 1817336
Cetera Investment Advisers LLC
CRD# 1582180
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterlings Investments | Albany, NY | Nov 2017 - Current | 6 |
| Cic Wealth | Owings Mills, MD | Nov 2017 - Current | 6 |
| Commonwealth Financial Network | Waltham, MA | Jun 2007 - Nov 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2007 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2000 |
- MD
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Total Assets Under Management659MILLIONS
-
Total Number of Accounts2,144ACCOUNTS
-
Average Account Value$307,286
- 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
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, NC, NJ, NY, OH, PA, SC, TX, VA, WA
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