Lisa Ann Capriotti
Investment adviser representative at Empower Wealth Management
12 yearsExperience
1 stateRegistered in
$349.3MFirm 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 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
Experience
12 years in the industry.
- Empower Wealth ManagementAug 2026 to now
- Charleston Judo and JiujitsuFeb 2020 to now
- LPL Financial LLCMay 2015 to Dec 2016
- Citadel Military CollegeSep 2014 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2015
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Empower Wealth Management
Legal name: Donato Wealth Management, Pllc
$349.3MAssets managed
551Clients
8Advisers
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
- 6483131
- Firm CRD
- 305031