Bianca Capozzi (CRD# 7511945) is an Investment Advisor Representative working at Morgan Stanley in Little Falls, NJ and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6381165
A.g.p / Alliance Global Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley Private Bank, N.a | New York, NY | Jun 2023 - Current | < 1 |
Morgan Stanley | Little Falls, NJ | Jul 2022 - Current | 1 |
Muhlenberg College | Allentown, PA | Sep 2018 - Jul 2022 | 3 |
Ramapo High School | Franklin Lakes, NJ | Sep 2014 - Jul 2018 | 3 |
Fams: Middle School | Franklin Lakes, NJ | Sep 2011 - Jul 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- NJ
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
-
Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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