Michael Anthony Cappiello
Investment adviser representative at Edward Jones
14 yearsExperience
1 stateRegistered in
$1TFirm assets
62 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Edward JonesApr 2025 to now
- LPL Enterprise LLCNov 2024 to Apr 2025
- The Prudential Insurance Company of AmericaSep 2021 to Apr 2025
- Pruco Securities LLCMay 2021 to Nov 2024
- UnemployedApr 2018 to Apr 2021
- Ameriprise Financial Services IncJan 2012 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 5536303
- Firm CRD
- 250