AC
AC

Andrew William Capaccio

24 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
82 advisors
Number of Clients
1,042 clients
Average Client Portfolio
$108.6M average
Assets Under Management
$113.2B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

51 Madison Avenue, New York, NY, 10010

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew is the Vice President of Kager Holdings LLC, a real estate company, since 2015. He provides advice and guidance on decisions regarding property purchases.

Employment History
Current Registrations
New York Life Investment Management LLC
May 2011 - Present · 14 yrs 9 mos
Nylife Distributors LLC
May 2006 - Present · 19 yrs 9 mos
Nylife Distributors LLCBroker
May 2006 - Present · 19 yrs 9 mos
Previous Registrations
Eagle Strategies LLC
October 2010 - May 2011 · 7 mos
New York Life Investment Management LLC
May 2006 - October 2010 · 4 yrs 5 mos
Oam Avatar LLC
January 2004 - January 2005 · 1 yr
Quasar Distributors, LLCBroker
July 2003 - October 2004 · 1 yr 3 mos
Blackrock Investments, INC.Broker
March 2000 - June 2003 · 3 yrs 3 mos
State Registrations2 states
CANY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew William Capaccio - Financial Advisor | TrueAdvisor