Gregory Capozzi (CRD# 1989246) is an Investment Advisor Representative working at The Windmill Group, Inc. in Somers, NY and has over 30 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Windmill Group, Inc. | Armonk, NY | Nov 1993 - Current | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1993 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- CT
- NY
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts198ACCOUNTS
-
Average Account Value$162,130
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CT, FL, NJ, NY
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