Lisa Marie Capizzi
Investment adviser representative at The Ameriflex Group
39 yearsExperience
1 stateRegistered in
$9.7BFirm assets
6 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
39 years in the industry.
- Cambridge Investment Research, Inc.Jun 2025 to now
- The Ameriflex GroupDec 2023 to now
- The Platinum Wealth GroupNov 2023 to now
- Nacca & CapizziNov 1987 to now
- OsaicDec 2023 to Jun 2025
- Commonwealth Financial NetworkDec 2019 to Dec 2023
- Montage Wealth ManagementDec 2019 to Dec 2023
- Securities America, Inc.Sep 2016 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (NY).
The Ameriflex Group
Legal name: The Ameriflex Group, Inc.
$9.7BAssets managed
16,203Clients
212Advisers
6 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
- 4529573
- Firm CRD
- 305585