Michael Caputo (CRD# 5021176) is an Investment Advisor Representative working at Vitale & Caputo Wealth Management LLC in Danvers, MA and has over 16 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Vitale & Caputo Wealth Management LLC | Danvers, MA | Jan 2016 - Current | 8 |
S.m. Equipment LLC | Danvers, MA | Dec 2005 - Current | 18 |
Caputo & Company, Pc | Danvers, MA | Jun 1986 - Current | 37 |
Mml Investors Services, LLC | Danvers, MA | Mar 2017 - Sep 2017 | < 1 |
Baystate Wealth Management | Danvers, MA | Jan 2017 - Sep 2017 | < 1 |
Baystate Wealth Management | Danvers, MA | Jan 2017 - Sep 2017 | < 1 |
Massachusetts Mutual Life Insurance Company | Springfield, MA | Jan 2008 - Sep 2017 | 9 |
Metlife Securites, Inc. | Boston, MA | Dec 2015 - Mar 2017 | 1 |
Lpl Financial LLC | Boston, MA | Nov 2009 - Dec 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2007 |
S65 | NASAA Investment Advisors Law Examination | Mar 2010 |
- MA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
MA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.