Anthony CapelotoCRD Number: 5913227
Current Firm: Wells Fargo Advisors, LLC
Anthony Capeloto (CRD# 5913227) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Seattle, WA and has over 5 years of experience in the finance industry.
Brighton Jones LLC
|Wells Fargo Advisors||Seattle, WA||Dec 2011 - Current||5|
|Hornor Townsend & Kent Inc.||Horsham, PA||Apr 2011 - Dec 2011||< 1|
|Penn Mutual Life Ins Co||Horsham, PA||Apr 2011 - Dec 2011||< 1|
|Helly Hansen||Seattle, WA||Aug 2010 - Apr 2011||< 1|
|Northwestern Mutual||Seattle, WA||Apr 2010 - Aug 2010||< 1|
|Seattle Univ||Seattle, WA||Sep 2006 - Jun 2010||3|
|Apple Inc.||Seattle, WA||Jul 2008 - Jan 2009||< 1|
|Acf West||Seattle, WA||Sep 2007 - Oct 2007||< 1|
|Laurelhurst Beach Club||Seattle, WA||Jun 2006 - Sep 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2011|
|S66||NASAA Uniform Combined State Law Examination||Jan 2012|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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