Unclaimed Profile

Marilyn Capelli Dimitroff

CAPELLI FINANCIAL SERVICES INC·BLOOMFIELD HILLS, Michigan

Series 7, Series 24, Series 63, Series 65Clean record16 years registeredCAPELLI FINANCIAL SERVICES INC

40950 WOODWARD AVENUE, SUITE 140, BLOOMFIELD HILLS, MI 48304-2260CRD# 836838Firm CRD# 106610

Profile Verification

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

Identity

Marilyn Capelli Dimitroff · BLOOMFIELD HILLS, MI

Registration

CRD #836838 · CAPELLI FINANCIAL SERVICES INC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPELLI FINANCIAL SERVICES INC

PLANNING ALTERNATIVES LTD

Oct 2013 – Sep 2017

BLOOMFIELD HILLS, MI

CAPELLI FINANCIAL SERVICES INC

Feb 2010 – Dec 2013

BLOOMFIELD HILLS, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 10, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPELLI FINANCIAL SERVICES INC

CRD 106610 · SEC 801-48430

AUM

$337M

Regulatory assets under management

Employees

819 client accounts

Services offered by CAPELLI FINANCIAL SERVICES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPELLI FINANCIAL SERVICES INC →

Introduction

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Frequently Asked Questions

What services does Marilyn Capelli Dimitroff offer?

Marilyn Capelli Dimitroff specializes in Financial Planning, Investment Management.

What are Marilyn Capelli Dimitroff's credentials?

Marilyn Capelli Dimitroff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marilyn Capelli Dimitroff located?

Marilyn Capelli Dimitroff is based in BLOOMFIELD HILLS, Michigan, last registered with CAPELLI FINANCIAL SERVICES INC.

How does Marilyn Capelli Dimitroff charge for services?

Marilyn Capelli Dimitroff'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 CAPELLI FINANCIAL SERVICES INC?

CAPELLI FINANCIAL SERVICES INC has approximately 6 employees and manages $337M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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