Philip Capell, financial advisor Woodbury NY
90 score

Philip Capell

CRD Number: 4544394
Current Firm: Piermont Wealth Management Inc.

Philip Capell (CRD# 4544394) is an Investment Advisor Representative working at Piermont Wealth Management Inc. in Woodbury, NY and has 1 year of experience in the finance industry. Philip Capell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Piermont Wealth Management Inc. Woodbury, NY Jan 2001 - Current 15

Philip Capell has no recent exams reported.
Contact Info for Philip J. Capell
Phone Number: 516-496-7800
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    171
    MILLIONS
  • Total Number of Accounts
    497
    ACCOUNTS
  • Average Account Value
    $343,632
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 businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, LA, NJ, NY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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