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Joseph Carmelo Capezza

COVE PRIVATE WEALTH, LLC·OYSTER BAY, New York
Series 7, Series 65Clean record4 years registeredCOVE PRIVATE WEALTH, LLC
44 YELLOW COTE RD., OYSTER BAY, NY 11771CRD# 5555043Firm CRD# 316866

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Carmelo Capezza · OYSTER BAY, NY
Registration
CRD #5555043 · COVE PRIVATE WEALTH, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

COVE PRIVATE WEALTH, LLC
Jan 2022 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Registration record
First registered · January 3, 2022
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COVE PRIVATE WEALTH, LLC
CRD 316866 · SEC 801-122756
AUM
$200M
Regulatory assets under management
Employees
1
43 client accounts
Services offered by COVE PRIVATE WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at COVE PRIVATE WEALTH, LLC →
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Frequently Asked Questions

What services does Joseph Carmelo Capezza offer?
Joseph Carmelo Capezza specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OYSTER BAY, New York for a consultation.
What are Joseph Carmelo Capezza's credentials?
Joseph Carmelo Capezza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Carmelo Capezza located?
Joseph Carmelo Capezza is based in OYSTER BAY, New York, working with COVE PRIVATE WEALTH, LLC. Their office serves clients in the OYSTER BAY metropolitan area and surrounding communities.
How does Joseph Carmelo Capezza charge for services?
Joseph Carmelo Capezza'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 COVE PRIVATE WEALTH, LLC?
COVE PRIVATE WEALTH, LLC has approximately 1 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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