COVE PRIVATE WEALTH, LLC

OYSTER BAY, New York·1 registered advisor·CRD# 316866
SEC# 801-1227560516-588-1123
01

Firm Overview

AUM
$200M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at COVE PRIVATE WEALTH, LLC

1 registered advisor
Joseph Carmelo Capezza
OYSTER BAY, New York
05

Office Locations

OYSTER BAY, New York
1 advisor

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Data sourced from SEC Form ADV filings. COVE PRIVATE WEALTH, LLC (CRD# 316866) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.