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Justin E Capetola

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC·BLUE BELL, Pennsylvania
Series 7, Series 31, Series 66Clean record22 years registeredBLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
BLUE BELL EXECUTIVE CAMPUS, BLUE BELL, PA 19422-2322CRD# 4600202Firm CRD# 134184

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Justin E Capetola · BLUE BELL, PA
Registration
CRD #4600202 · BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Mar 2005 – present
MORGAN STANLEY
May 2004 – Apr 2005
BLUE BELL, PA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 31
Series 66
Registration record
First registered · May 17, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CRD 134184 · SEC 801-64005
AUM
$671M
Regulatory assets under management
Employees
11
1,906 client accounts
Services offered by BLUE BELL PRIVATE WEALTH MANAGEMENT, 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 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Justin E Capetola offer?
Justin E Capetola specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BLUE BELL, Pennsylvania for a consultation.
What are Justin E Capetola's credentials?
Justin E Capetola is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Justin E Capetola located?
Justin E Capetola is based in BLUE BELL, Pennsylvania, working with BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the BLUE BELL metropolitan area and surrounding communities.
How does Justin E Capetola charge for services?
Justin E Capetola'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 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC?
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC has approximately 11 employees and manages $671M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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