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Philip J Capell

PIERMONT WEALTH MANAGEMENT INC.·MELVILLE, New York
Clean recordPIERMONT WEALTH MANAGEMENT INC.
48 S. SERVICE ROAD, MELVILLE, NY 11747CRD# 4544394Firm CRD# 119376

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Philip J Capell · MELVILLE, NY
Registration
CRD #4544394 · PIERMONT WEALTH MANAGEMENT INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Philip J Capell is a registered financial advisor based in MELVILLE, New York, affiliated with PIERMONT WEALTH MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PIERMONT WEALTH MANAGEMENT INC.
PIERMONT WEALTH MANAGEMENT INC.
AUM
$221M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PIERMONT WEALTH MANAGEMENT INC. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4544394
Firm CRD# 119376
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Philip J Capell offer?
Philip J Capell specializes in Financial Planning, Investment Management. Contact their office in MELVILLE, New York for a consultation.
What are Philip J Capell's credentials?
Philip J Capell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip J Capell located?
Philip J Capell is based in MELVILLE, New York, working with PIERMONT WEALTH MANAGEMENT INC.. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.
How does Philip J Capell charge for services?
Philip J Capell'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 PIERMONT WEALTH MANAGEMENT INC.?
PIERMONT WEALTH MANAGEMENT INC. has approximately 3 employees and manages $221M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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