Rocco CapuanoCRD Number: 4455454
Current Firm: Fusion Capital Management
Rocco Capuano (CRD# 4455454) is an Investment Advisor Representative working at Fusion Capital Management in York, PA and has over 9 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
|Coppell Advisory Solutions, LLC||York, PA||Mar 2014 - Current||3|
|Pro-advisor Financial, Inc.||York, PA||Oct 2001 - Current||15|
|Proadvisor Investment Corp.||York, PA||Oct 2007 - Dec 2012||5|
|Proadvisor Investment Corp||York, PA||Apr 2006 - Sep 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2007|
Total Assets Under Management123MILLIONS
Total Number of Accounts1,620ACCOUNTS
Average Account Value$75,733
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MA, ME, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, TX, WA, WI, WV