Unclaimed Profile

Anthony Joseph Caputo

GRANTVEST FINANCIAL GROUP LLC·MATAWAN, New Jersey

SIE, Series 7, Series 63, Series 65Clean record19 years registeredGRANTVEST FINANCIAL GROUP LLC

106 MAIN STREET, MATAWAN, NJ 07747CRD# 5105611Firm CRD# 310272

Profile Verification

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

Identity

Anthony Joseph Caputo · MATAWAN, NJ

Registration

CRD #5105611 · GRANTVEST FINANCIAL GROUP LLC · 19 years registered

Brand Profile

Not yet started

Career History

GRANTVEST FINANCIAL GROUP LLC

Nov 2020 – present

CALTON & ASSOCIATES, INC.

Jun 2013 – Apr 2021

TAMPA, FL

NEWBRIDGE FINANCIAL SERVICES GROUP, INC.

Sep 2009 – Jun 2013

BOCA RATON, FL

GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC

Jan 2008 – Jun 2010

RED BANK, NJ

BANC OF AMERICA INVESTMENT SERVICES, INC.

Dec 2006 – Dec 2007

EAST BRUNSWICK, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · December 7, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRANTVEST FINANCIAL GROUP LLC

CRD 310272 · SEC 801-129847

AUM

$107M

Regulatory assets under management

Employees

883 client accounts

Services offered by GRANTVEST FINANCIAL GROUP LLC

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 GRANTVEST FINANCIAL GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Anthony Joseph Caputo offer?

Anthony Joseph Caputo specializes in Financial Planning, Investment Management. Contact their office in MATAWAN, New Jersey for a consultation.

What are Anthony Joseph Caputo's credentials?

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

Where is Anthony Joseph Caputo located?

Anthony Joseph Caputo is based in MATAWAN, New Jersey, working with GRANTVEST FINANCIAL GROUP LLC. Their office serves clients in the MATAWAN metropolitan area and surrounding communities.

How does Anthony Joseph Caputo charge for services?

Anthony Joseph Caputo'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 GRANTVEST FINANCIAL GROUP LLC?

GRANTVEST FINANCIAL GROUP LLC has approximately 4 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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