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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
“BUILDING GREAT ESTATES, ONE FINANCIAL PLAN AT A TIME”
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 CPAs

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

Securities offered through LPL Financial, Member FINRA (www.finra.org) / SIPC (www.sipc.org). 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
 

Compliance

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 & Fees

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

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