Cove Private Wealth, LLC

Cove Private Wealth, LLC (CRD# 316866) is a financial advisory firm headquartered in Oyster Bay, NY. They manage $200,205,837 in 43 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
44 Yellow Cote Rd., Oyster Bay, NY 11771
https://www.coveprivatewealth.com
By the Numbers
  • Total Assets Under Management
    200
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $4,655,950
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Cove Private Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Capezza, financial advisor Oyster Bay NY
Joseph C. Capezza
CRD#: 5555043
44 Yellow Cote Rd., Oyster Bay, NY 11771

Joseph Capezza (CRD# 5555043) is an Investment Advisor Representative working at Cove Private Wealth, LLC in Oyster Bay, NY and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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