Unclaimed Profile

Michael Anthony Sollazzo

CAPITAL PLANNING ADVISORS LLC·ROSEVILLE, California

SIE, Series 7, Series 63, Series 65Clean record13 years registeredCAPITAL PLANNING ADVISORS LLC

1420 ROCKY RIDGE DRIVE, ROSEVILLE, CA 95661CRD# 6109698Firm CRD# 170266

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Anthony Sollazzo · ROSEVILLE, CA

Registration

CRD #6109698 · CAPITAL PLANNING ADVISORS LLC · 13 years registered

Brand Profile

Not yet started

Career History

BLUESPRING WEALTH MANAGEMENT, LLC

May 2026 – present

CAPITAL PLANNING ADVISORS LLC

Mar 2014 – Jun 2026

ROSEVILLE, CA

NFP SECURITIES, INC.

Jun 2013 – Feb 2014

SACRAMENTO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · June 28, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL PLANNING ADVISORS LLC

CRD 170266 · SEC 801-79170

AUM

$1.1B

Regulatory assets under management

Employees

1,057 client accounts

Services offered by CAPITAL PLANNING ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL PLANNING ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Michael Anthony Sollazzo offer?

Michael Anthony Sollazzo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROSEVILLE, California for a consultation.

What are Michael Anthony Sollazzo's credentials?

Michael Anthony Sollazzo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Anthony Sollazzo located?

Michael Anthony Sollazzo is based in ROSEVILLE, California, working with CAPITAL PLANNING ADVISORS LLC. Their office serves clients in the ROSEVILLE metropolitan area and surrounding communities.

How does Michael Anthony Sollazzo charge for services?

Michael Anthony Sollazzo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL PLANNING ADVISORS LLC?

CAPITAL PLANNING ADVISORS LLC has approximately 9 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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