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Joseph Carmelo Capezza

COVE PRIVATE WEALTH, LLC·OYSTER BAY, New York
Clean recordCOVE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Carmelo Capezza is a registered financial advisor based in OYSTER BAY, New York, affiliated with COVE PRIVATE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
COVE PRIVATE WEALTH, LLC
COVE PRIVATE WEALTH, LLC
AUM
$200M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at COVE PRIVATE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5555043
Firm CRD# 316866
View on FINRA BrokerCheck →

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05

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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