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MC

Marco A. Caporale

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CRD#: 4375628
MC

Professional summary


Marco Alessandro Caporale was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Marco is a previously registered financial advisor and started their career in finance in 2001. Prior to being barred, Marco had worked at 4 firms, which includes CAP ASSET MANAGEMENT LLC, KOVACK ADVISORS INC., KOVACK SECURITIES INC., MORGAN STANLEY DW INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marco Caporale

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 17, 2007 - December 31, 2013

CAP ASSET MANAGEMENT, LLC

RIA
CRD#: 142612
LITHIA, FL
Past

August 4, 2004 - January 24, 2007

KOVACK ADVISORS, INC.

RIA
CRD#: 140808
FT. LAUDERDALE, FL
Past

August 3, 2004 - August 15, 2006

KOVACK SECURITIES INC.

RIA
CRD#: 44848
LITHIA, FL
Past

August 2, 2004 - January 24, 2007

KOVACK SECURITIES INC.

BD
CRD#: 44848
LITHIA, FL
Past

June 19, 2001 - August 2, 2004

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
CLEARWATER, FL
Past

June 15, 2001 - August 2, 2004

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/5/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 6/18/2001
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


CA
CAP ASSET MANAGEMENT, LLC
CAP ASSET MANAGEMENT, LLC

CRD#: 142612 / SEC#:

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Contact information


Main Address
Lithia, FL
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CAP ASSET MANAGEMENT, LLC

CRD#: 142612

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