Claim Profile
GC

Gregory Ralph Capozzi

THE WINDMILL GROUP, INC.·SOMERS, New York
Unclaimed Profile
253 ROUTE 202, SOMERS, NY 10589CRD# 1989246Firm CRD# 8384
01

About

Gregory Ralph Capozzi is a registered financial advisor based in SOMERS, New York, affiliated with THE WINDMILL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
THE WINDMILL GROUP, INC.
THE WINDMILL GROUP, INC.
AUM
$32M
Regulatory assets under management
Employees
4
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1989246
Firm CRD# 8384
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SOMERS?

Browse all registered financial advisors in SOMERS, New York or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Gregory Ralph Capozzi offer?
Gregory Ralph Capozzi specializes in Investment Management. Contact their office in SOMERS, New York for a consultation.
What are Gregory Ralph Capozzi's credentials?
Gregory Ralph Capozzi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Ralph Capozzi located?
Gregory Ralph Capozzi is based in SOMERS, New York, working with THE WINDMILL GROUP, INC.. Their office serves clients in the SOMERS metropolitan area and surrounding communities.
How does Gregory Ralph Capozzi charge for services?
Gregory Ralph Capozzi'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 THE WINDMILL GROUP, INC.?
THE WINDMILL GROUP, INC. has approximately 4 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty