Joseph Capezza, financial advisor Syosset NY

Joseph Capezza

CRD Number: 5555043
Current Firm: Cove Private Wealth, LLC

Joseph Capezza (CRD# 5555043) is an Investment Advisor Representative working at Cove Private Wealth, LLC in Syosset, NY and has 1 year of experience in the finance industry.

Similar Advisors
Eric Bloom, financial advisor Syosset NY
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
Adam Morgan, financial advisor Syosset NY
Adam C. Morgan
CRD# 5473273
American Portfolios Advisors, Inc.
Similar Advisors
Alexander Bass, financial advisor Syosset NY
Alexander Bass
CRD# 4846117
Hightower Advisors, LLC
Company Name Location Dates Years
Cove Private Wealth, LLC Syosset, NY Dec 2021 - Current < 1
Duetsche Bank New York, NY Jul 2019 - Nov 2021 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln, RI Oct 2009 - Jul 2019 9
Banc Of America Investments Lincoln, RI Jun 2008 - Jul 2019 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2022
Contact Info for Joseph C. Capezza
Phone Number: 516-588-1123
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    109
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $9,938,607
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

NY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.