Giancarlo Cappiello (CRD# 7856832) is an Investment Advisor Representative working at Atcap Partners, LLC in Rockville, MD and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ceros Financial Services | Red Bank, NJ | Apr 2024 - Current | < 1 |
| Joseph Gunnar & Company, LLC | Uniondale, NY | Jan 2024 - Apr 2024 | < 1 |
| Unemployed | Port Jefferson Station, NY | Oct 2023 - Jan 2024 | < 1 |
| Riverhead Auto Mall/ Tantillo Auto Group | Riverhead, NY | Jul 2018 - Sep 2023 | 5 |
| Cucina Family Style Ristorante | East Quogue, NY | Mar 2015 - Jun 2018 | 3 |
| Earl L. Vandermeulen High School | Port Jefferson, NY | Sep 2013 - Sep 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- MD
- NY
-
Total Assets Under Management84MILLIONS
-
Total Number of Accounts288ACCOUNTS
-
Average Account Value$292,530
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AL, AZ, CT, FL, GA, IL, MA, MD, ME, NC, NJ, NY, OH, PA, TN, TX, VA
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