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Philip Donato Capriotti

DONATO WEALTH MANAGEMENT, PLLC·CEDAR PARK, Texas
Series 65Clean record10 years registeredDONATO WEALTH MANAGEMENT, PLLC
1603 MEDICAL PARKWAY, CEDAR PARK, TX 78613CRD# 6694357Firm CRD# 305031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Philip Donato Capriotti · CEDAR PARK, TX
Registration
CRD #6694357 · DONATO WEALTH MANAGEMENT, PLLC · 10 years registered
Brand Profile
Not yet started
01

Career History

EMPOWER WEALTH MANAGEMENT
Nov 2020 – present
FOUNDATIONS INVESTMENT ADVISORS LLC
Aug 2016 – Jul 2021
CEDAR PARK, TX
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 12, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DONATO WEALTH MANAGEMENT, PLLC
CRD 305031 · SEC 801-119813
AUM
$146M
Regulatory assets under management
Employees
2
1,035 client accounts
Services offered by DONATO WEALTH MANAGEMENT, PLLC
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 DONATO WEALTH MANAGEMENT, PLLC →
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05

Frequently Asked Questions

What services does Philip Donato Capriotti offer?
Philip Donato Capriotti specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CEDAR PARK, Texas for a consultation.
What are Philip Donato Capriotti's credentials?
Philip Donato Capriotti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Donato Capriotti located?
Philip Donato Capriotti is based in CEDAR PARK, Texas, working with DONATO WEALTH MANAGEMENT, PLLC. Their office serves clients in the CEDAR PARK metropolitan area and surrounding communities.
How does Philip Donato Capriotti charge for services?
Philip Donato Capriotti'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 DONATO WEALTH MANAGEMENT, PLLC?
DONATO WEALTH MANAGEMENT, PLLC has approximately 2 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Philip Donato Capriotti
CEDAR PARK, TX

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