GC
GC

Giancarlo Cappiello

1 Year of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
218 clients
Average Client Portfolio
$289K average
Assets Under Management
$62.9M

Fee Structure

Loading...

Location

1445 Research Boulevard, #530, Rockville, MD, 20850

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
Atcap Partners, LLC
April 2024 - Present · 1 yr 10 mos
Ceros Financial Services, INC.Broker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Joseph Gunnar & CO., LLC
March 2024 - April 2024 · 1 mo
Joseph Gunnar & CO. LLCBroker
January 2024 - April 2024 · 3 mos
State Registrations21 states
ALAZCADCFLGAILMDMIMNNCNJNVNYOHPASCTXVAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.