Sandra Jean Galdieri kosiba
Investment adviser representative at Capital Wealth Investments
8 yearsExperience
2 statesRegistered in
$423MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Capital Wealth InvestmentsDec 2020 to now
- Mutual Securities, Inc.Jun 2017 to now
- Zullo Investment Group dba Capital Wealth InvestmentsApr 2017 to now
- Bernardo Wealth Planning, LLCDec 2017 to Feb 2021
- Platinum Wealth PartnersMay 2017 to Dec 2017
- Purshe Kaplan Sterling Investments, IncMay 2017 to May 2017
- Wells Fargo Clearing Services, LLCNov 2016 to May 2017
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Capital Wealth Investments
Legal name: Zullo Investment Group, Inc.
$423MAssets managed
469Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1651500
- Firm CRD
- 311698