AC
AC

Austin Capasso

1 Year of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningRetirement PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
2,790 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$12.1B

Fee Structure

Loading...

Location

2200 Atlantic Street, Suite 200, Stamford, CT, 06902

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
New Edge Wealth
August 2024 - Present · 1 yr 6 mos
Newedge Securities, LLCBroker
February 2024 - Present · 2 yrs
State Registrations1 state
CT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.