Unclaimed Profile

John Joseph Capodici

PRINCETON PORTFOLIO STRATEGIES GROUP LLC·PRINCETON, New Jersey

SIE, Series 7, Series 63, Series 65Clean record11 years registeredPRINCETON PORTFOLIO STRATEGIES GROUP LLC

212 CARNEGIE CENTER, PRINCETON, NJ 08540CRD# 1938918Firm CRD# 158570

Profile Verification

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

Identity

John Joseph Capodici · PRINCETON, NJ

Registration

CRD #1938918 · PRINCETON PORTFOLIO STRATEGIES GROUP LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRINCETON PORTFOLIO STRATEGIES GROUP LLC

PRINCETON PORTFOLIO STRATEGIES GROUP LLC

Aug 2015 – Jul 2021

PRINCETON, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · August 5, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRINCETON PORTFOLIO STRATEGIES GROUP LLC

CRD 158570 · SEC 801-72695

AUM

$571M

Regulatory assets under management

Employees

458 client accounts

Services offered by PRINCETON PORTFOLIO STRATEGIES GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRINCETON PORTFOLIO STRATEGIES GROUP LLC →

Introduction

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Frequently Asked Questions

What services does John Joseph Capodici offer?

John Joseph Capodici specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are John Joseph Capodici's credentials?

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

Where is John Joseph Capodici located?

John Joseph Capodici is based in PRINCETON, New Jersey, last registered with PRINCETON PORTFOLIO STRATEGIES GROUP LLC.

How does John Joseph Capodici charge for services?

John Joseph Capodici's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRINCETON PORTFOLIO STRATEGIES GROUP LLC?

PRINCETON PORTFOLIO STRATEGIES GROUP LLC has approximately 9 employees and manages $571M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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