Unclaimed Profile

Michael John Capobianco

MORTON WEALTH ADVISORS·DANVERS, Massachusetts

SIE, Series 7, Series 9, Series 10, Series 63, Series 65Clean record26 years registeredMORTON WEALTH ADVISORS

55 FERNCROFT ROAD, DANVERS, MA 01923CRD# 2159543Firm CRD# 142912

Profile Verification

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

Identity

Michael John Capobianco · DANVERS, MA

Registration

CRD #2159543 · MORTON WEALTH ADVISORS · 26 years registered

Brand Profile

Not yet started

Career History

LATTANZI FINANCIAL SERVICES LLC

Jun 2017 – present

MWA ASSET MANAGEMENT

Mar 2007 – present

ALC ADVISORY

Jan 2015 – Dec 2019

LEXINGTON, MA

EDGARTOWN ADVISORS LLC

Jul 2011 – Feb 2012

BOSTON, MA

CAPITOL SECURITIES MANAGEMENT, INC.

Sep 2010 – Jul 2013

WELLESLEY, MA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Sep 2010

WELLESLEY, MA

RAYMOND JAMES FINANCIAL SERVICES

May 2005 – Jan 2009

WELLESLEY, MA

WACHOVIA SECURITIES, LLC

Jul 2000 – May 2005

WELLESLEY, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · July 30, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MORTON WEALTH ADVISORS

CRD 142912 · SEC 801-112638

AUM

$231M

Regulatory assets under management

Employees

409 client accounts

Services offered by MORTON WEALTH ADVISORS

Per Form ADV

Financial planning

Portfolio management (individuals)

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 MORTON WEALTH ADVISORS →

Introduction

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Frequently Asked Questions

What services does Michael John Capobianco offer?

Michael John Capobianco specializes in Financial Planning, Investment Management. Contact their office in DANVERS, Massachusetts for a consultation.

What are Michael John Capobianco's credentials?

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

Where is Michael John Capobianco located?

Michael John Capobianco is based in DANVERS, Massachusetts, working with MORTON WEALTH ADVISORS. Their office serves clients in the DANVERS metropolitan area and surrounding communities.

How does Michael John Capobianco charge for services?

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

How large is MORTON WEALTH ADVISORS?

MORTON WEALTH ADVISORS has approximately 2 employees and manages $231M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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