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James Caccavo

STEELPOINT CAPITAL PARTNERS, LP·ORLANDO, Florida
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1317 EDGEWATER DRIVE, ORLANDO, FL 32804CRD# 6008234Firm CRD# 158405
01

About

James Caccavo is a registered financial advisor based in ORLANDO, Florida, affiliated with STEELPOINT CAPITAL PARTNERS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
STEELPOINT CAPITAL PARTNERS, LP
STEELPOINT CAPITAL PARTNERS, LP
AUM
$52M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at STEELPOINT CAPITAL PARTNERS, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6008234
Firm CRD# 158405
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Caccavo offer?
James Caccavo specializes in Retirement Planning. Contact their office in ORLANDO, Florida for a consultation.
What are James Caccavo's credentials?
James Caccavo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Caccavo located?
James Caccavo is based in ORLANDO, Florida, working with STEELPOINT CAPITAL PARTNERS, LP. Their office serves clients in the ORLANDO metropolitan area and surrounding communities.
How does James Caccavo charge for services?
James Caccavo's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEELPOINT CAPITAL PARTNERS, LP?
STEELPOINT CAPITAL PARTNERS, LP is a registered investment adviser with the SEC, managing $52M in regulatory assets under management. See their Form ADV for full details.
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