Justin E Capetola

Blue Bell Private Wealth Management, LLC

21 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth

Blue Bell Private Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

806 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$854.7M

Fee Structure

Location

470 Norristown Road, Suite 305, Blue Bell, PA, 19422

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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.

Employment History

Current Registrations

Blue Bell Private Wealth Management, LLC

March 2005 - Present · 20 yrs 11 mos

Previous Registrations

Morgan Stanley

May 2004 - April 2005 · 11 mos

State Registrations2 states

PATX

Advisor

Exams

No exam information available for this advisor.