Christopher J. Caporaletti
Professional summary
Christopher John Caporaletti, who also goes by Christopher J Caporaletti, is a registered financial advisor currently at BRIGHT WEALTH MANAGEMENT, LLC located in Lewisville, Texas.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Christopher has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher John Caporaletti's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 3, 2022 - Present
BRIGHT WEALTH MANAGEMENT, LLC
Office #1: 4400 State Highway 121 Suite 400, Lewisville, TX 75056September 24, 2020 - January 11, 2022
EQUITABLE ADVISORS, LLC
May 29, 2020 - January 11, 2022
EQUITABLE ADVISORS, LLC
July 30, 2013 - October 30, 2014
EVERIS CAPITAL MANAGEMENT LLC
February 24, 2011 - May 31, 2018
INWOOD ASSET MANAGEMENT, INC.
February 1, 2011 - May 31, 2018
CASHEN INVESTMENT ADVISORS INC
Primary Firm SEC Registration
BRIGHT WEALTH MANAGEMENT, LLC
CRD#: 169771 / SEC#: 801-130450
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/3/2022)
Exams
Series 7TO
Date: 9/22/2020
General Securities Representative ExaminationCurrent Firm
BRIGHT WEALTH MANAGEMENT, LLC
CRD#: 169771 / SEC#: 801-130450
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 399 |
| AUM (Assets Under Management) | $ 228,985,374 |
Red Flags
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