Unclaimed Profile

Jeffrey Michael Liguori

NAPATREE CAPITAL LLC·WESTERLY, Rhode Island

Series 7, Series 24, Series 55, Series 63, Series 65Clean record11 years registeredNAPATREE CAPITAL LLC

90 BEACH STREET, WESTERLY, RI 02891CRD# 2664381Firm CRD# 292776

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Michael Liguori · WESTERLY, RI

Registration

CRD #2664381 · NAPATREE CAPITAL LLC · 11 years registered

Brand Profile

Not yet started

Career History

BRADLEY FOSTER & SARGENT INC

May 2025 – present

NAPATREE CAPITAL LLC

Mar 2018 – present

PEOPLE'S SECURITIES, INC.

Jan 2015 – Mar 2018

WETHERSFIELD, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 55

Series 63

Series 65

Registration record

First registered · January 6, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NAPATREE CAPITAL LLC

CRD 292776 · SEC 801-120842

AUM

$157M

Regulatory assets under management

Employees

308 client accounts

Services offered by NAPATREE CAPITAL 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 NAPATREE CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Michael Liguori offer?

Jeffrey Michael Liguori specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTERLY, Rhode Island for a consultation.

What are Jeffrey Michael Liguori's credentials?

Jeffrey Michael Liguori is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Michael Liguori located?

Jeffrey Michael Liguori is based in WESTERLY, Rhode Island, working with NAPATREE CAPITAL LLC. Their office serves clients in the WESTERLY metropolitan area and surrounding communities.

How does Jeffrey Michael Liguori charge for services?

Jeffrey Michael Liguori'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 NAPATREE CAPITAL LLC?

NAPATREE CAPITAL LLC has approximately 6 employees and manages $157M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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