Cameron Michael Capriotti
Investment adviser representative at Legacy Chief Financial Office, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$105.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Legacy Chief Financial Office, LLCFeb 2019 to now
- Hfg Wealth Management, LLCApr 2016 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Legacy Chief Financial Office, LLC
$105.1MAssets managed
72Clients
1Advisers
Under 1 yearIn 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
- 6671030
- Firm CRD
- 300873