Mero Capo, financial advisor Wexford PA

Mero Capo

CRD Number: 2361898
Current Firm: Pensionmark Financial Group, LLC

Mero Capo (CRD# 2361898) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Wexford, PA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Pensionmark Securities, LLC Wexford, PA Sep 2017 - Current 6
Pensionmark Financial Group, Llc Dba/ Axios Advisory Group Santa Barbara, CA Sep 2015 - Current 8
Axios Advisory Group Ltd Wexford, PA Dec 1994 - Current 29
Capfinancial Securities, LLC Raleigh, NC Sep 2015 - Sep 2017 2
Lpl Financial Wexford, PA Jun 2014 - Sep 2015 1
Independent Financial Partners Wexford, PA Jun 2014 - Sep 2015 1
Nfp Securities, Inc,. Austin, TX Nov 1997 - Jun 2014 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
S65 NASAA Investment Advisors Law Examination Jul 2009
Contact Info for Mero J. Capo
Phone Number: 888-201-5488
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    26,623
    MILLIONS
  • Total Number of Accounts
    7,380
    ACCOUNTS
  • Average Account Value
    $3,607,399
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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