Icapital, LLC

Icapital, LLC (CRD# 122816) is a financial advisory firm headquartered in Boston, MA. They manage $480,289,257 in 449 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    480
    MILLION
  • Total Number of Accounts
    449
    ACCOUNTS
  • Average Account Value
    $1,069,687
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, FL, MA, ME, MO, NH, NJ, NY, OH, PA, RI, TN, TX, WI

Financial Advisors at Icapital, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Erin H. Flynn
CRD#: 6118309
62 Plympton Street, Boston, MA 02118
93
Wealthminder
score

Erin Flynn (CRD# 6118309) is an Investment Advisor Representative working at Icapital, LLC in Boston, MA and has over 5 years of experience in the finance industry.

2
Molly A. Goodwin
CRD#: 5042968
62 Plympton Street, Boston, MA 02118
93
Wealthminder
score

Molly Goodwin (CRD# 5042968) is an Investment Advisor Representative working at Icapital, LLC in Boston, MA and has over 12 years of experience in the finance industry.

3
Kellen B. Scarpitto
CRD#: 6065249
62 Plympton Street, Boston, MA 02118
93
Wealthminder
score

Kellen Scarpitto (CRD# 6065249) is an Investment Advisor Representative working at Icapital, LLC in Boston, MA and has over 5 years of experience in the finance industry.

4
Tanya M. McMahon
CRD#: 5946687
62 Plympton Street, Boston, MA 02118
88
Wealthminder
score

Tanya McMahon (CRD# 5946687) is an Investment Advisor Representative working at Icapital, LLC in Boston, MA and has 1 year of experience in the finance industry.

5
Meghan E. Rooney
CRD#: 6662367
62 Plympton Street, Boston, MA 02118
87
Wealthminder
score

Meghan Rooney (CRD# 6662367) is an Investment Advisor Representative working at Icapital, LLC in Boston, MA and has 1 year of experience in the finance industry.

6
Katie A. Umile
CRD#: 2809164
62 Plympton Street, Boston, MA 02118
73
Wealthminder
score

Katie Umile (CRD# 2809164) is an Investment Advisor Representative working at Icapital, LLC in Boston, MA and has over 20 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.