Mary Capparuccini (CRD# 7305495) is an Investment Advisor Representative working at Eagle Strategies LLC in South Burlington, VT and has 1 year of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | So Burlington, VT | Apr 2023 - Current | 1 |
| Hadley Financial Group | So Burlington, VT | Feb 2023 - Current | 1 |
| Nylife Securities LLC | Colchester, VT | Nov 2022 - Current | 1 |
| New York Life | Colchester, VT | Oct 2020 - Current | 3 |
| The Friendly Toast | Burlington, VT | Aug 2020 - Current | 3 |
| Spherion | Burlington, VT | Aug 2020 - Apr 2021 | < 1 |
| Unemployed | Burlington, VT | Feb 2020 - Jul 2020 | < 1 |
| New Moon Cafe | Burlington, VT | Nov 2019 - Jan 2020 | < 1 |
| Unemployed | Burlington, VT | Aug 2019 - Oct 2019 | < 1 |
| Ecobean & Greens | Burlington, VT | Apr 2018 - Jul 2019 | 1 |
| City Market & Onion River Co-op | Burlington, VT | Apr 2018 - Jul 2019 | 1 |
| Streit Council For A Union Of Democracies | Middlebury, VT | May 2017 - Jul 2019 | 2 |
| Costello's Market & Deli | Middlebury, VT | May 2017 - Apr 2019 | 1 |
| Hannafords Supermarkets | Middlebury, VT | May 2017 - Apr 2019 | 1 |
| Homemaker | Washington, DC | Jan 2015 - Apr 2017 | 2 |
| Syracuse University | Syracuse, NY | Jul 2012 - Dec 2014 | 2 |
| National Security Studies Program | Syracuse, NY | Aug 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
| S63 | Uniform Securities State Law Examination | Jan 2023 |
- VT
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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