Reegan Ronald Capozzoli
Investment adviser representative at Lumida Wealth Management LLC
13 yearsExperience
1 stateRegistered in
$132.8MFirm assets
3 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Lumida Wealth Management LLCApr 2026 to now
- Equitable Advisors, LLCSep 2024 to Apr 2026
- UnemployedJun 2024 to Aug 2024
- New Life Floor CoveringsDec 2020 to Oct 2022
- Stockton UniversitySep 2020 to May 2024
- Wayne Animal ShelterSep 2019 to Sep 2021
- StudentSep 2013 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Lumida Wealth Management LLC
$132.8MAssets managed
44Clients
4Advisers
3 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
- 7986625
- Firm CRD
- 323410