4080 Cavitt Stallman Road, Suite 200, Granite Bay, CA, 95746
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Giuseppe is a partner at Legacy Capital Management, LLC, which owns his investment advisory practice, dedicating about 10-20% of his time. He also owns rental property since 2014, spending minimal time on it.