Vincent Marc Capolupo
Investment adviser representative at Appleton Partners, Inc.
10 yearsExperience
1 stateRegistered in
$12.6BFirm assets
39 yearsFirm in business
Are you Vincent Marc Capolupo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Appleton Partners, Inc.Aug 2023 to now
- Svb Investment Services Inc.Jul 2022 to Aug 2023
- Svb Wealth LLCJul 2022 to Aug 2023
- Silicon Valley BankAug 2018 to Aug 2023
- Svb Wealth AdvisoryAug 2018 to Jul 2022
- Morgan Stanley Private Bank, National AssociationJan 2016 to Aug 2018
- Morgan Stanley Smith Barney LLCJan 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (MA).
Appleton Partners, Inc.
$12.6BAssets managed
6,112Clients
31Advisers
39 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
- 4999251
- Firm CRD
- 110049