Joseph Carmelo Capezza
Investment adviser representative at Cove Private Wealth, LLC
18 yearsExperience
2 statesRegistered in
$455.5MFirm assets
4 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Cove Private Wealth, LLCDec 2021 to now
- Duetsche BankJul 2019 to Nov 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2009 to Jul 2019
- Banc of America InvestmentsJun 2008 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Cove Private Wealth, LLC
$455.5MAssets managed
95Clients
5Advisers
4 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
- 5555043
- Firm CRD
- 316866