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Featured Business Financial Advisor in Somers Point, NJ
Somers Point Financial Advisors
Capriotti & Company
803 New Rd
Somers Point, NJ 08244
(856) 300-2191
Advisor Profile
Michael Capriotti
Name:  Michael Capriotti
Phone Number:  (856) 300-2191
Website:  Visit Website

About Capriotti & Company

Mike Capriotti is an independent financial advisor with
offices in Vineland & Somers Point New Jersey, serving
individuals and families in the New Jersey, Pennsylvania, and
Delaware tri-state area. As an independent advisor, Mike is
supported by LPL Financial, the nation's largest independent
broker/dealer*, providing state-of-the-art technology and a
suite of customized services and resources.

As a financial planner with a specialized expertise in estate
planning and a holder of the Certified Estate PlannerTM (CEP®)
designation, our role goes beyond putting together a financial
plan and managing your assets. This makes our firm quite
distinct from others in the industry.

At Capriotti & Co., the firm seeks to work by several core
values, including:

Create a culture of excellence and integrity
Think long term
Always do the "right" thing
Exercise good judgment with objectivity and impartiality

After years of surveying clients, Mike has committed
significant resources to providing the services and features
that are important to them, including:

Competent and professional staff
Accessibility of top management
Regular reporting of investment results
Easy-to-understand statements
Comprehensive guidance
Working with clients? other advisors, including attorneys and

*As reported by Financial Planning magazine, June 1996-2016,
based on total revenue.

Securities offered through LPL Financial, Member FINRA
( / SIPC ( LPL Financial
registered representatives associated with this site may only
discuss and/or transact securities business with residents of
the following states: CO, FL, ME, MS, NC, NJ, PA, SC, TX & WA.

General Information

CRD#:    4533812
States Licensed in:    CO, FL, ME, MS, NJ, PA, SC, TX & WA
States Willing to do Business in:   

Qualifications & Memberships

Certifications, Accreditations & Designations:    Certified Estate PlannerTM
Securities Licenses:    Series 7, Series 66
Insurance and Annuity Licenses:    Variable Life, Disability, Long Term Care, Variable Annuity, Life, Health, Annuity
Financial Organization Memberships:    National Institute of Certified Estate Planners


Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Compensation Methods:    Flat Fee, Based on Assets, Hourly
Fee % Based on Assets:    negotiable
Hourly Rate:    $200
Prepared By: Michael Capriotti

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