Cameron A. Caprio

VENTUREMFO LLC

Boca Raton, FL 33431

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CRD#: 6916458

Professional summary

Cameron Anthony Caprio, CFP®, who also goes by Cameron A Caprio, is a registered financial advisor currently at VENTUREMFO LLC located in Boca Raton, Florida.

Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Cameron has worked at 3 firms and has passed the Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cameron A Caprio

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.

VentureMFO LLC; Investment related; 888 Biscayne Blvd., Suite 505, Miami, FL 33132; Investment Advisor and Certified Public Accountant; Start: 5/1/2019; 20 hrs/week devoted to CPA services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Anthony Caprio's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

July 5, 2019 - Present

VENTUREMFO LLC

Office #1: 2385 Nw Executive Center Dr. Suite 100, Boca Raton, FL 33431

RIA

CRD#: 304331

Boca Raton, FL

Past

July 20, 2018 - July 19, 2019

ALLIANCEBERNSTEIN L.P.

RIA

CRD#: 108477

Miami, FL

Past

June 8, 2018 - July 19, 2019

SANFORD C. BERNSTEIN & CO., LLC

CRD#: 104474

MIAMI, FL

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/5/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/25/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 6/19/2018

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 6/7/2018

General Securities Representative Examination

Current Firm

VENTUREMFO LLC

CRD#: 304331 / SEC#:

Florida

Registered Investment Advisory firm - (7/5/2019 Approved)

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Contact information

Main Address

2385 Nw Executive Center Dr. Suite 100, Boca Raton, FL 33431

Mailing Address

Phone number

(561) 389-1587

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	21
AUM (Assets Under Management)	$ 77,526,066

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.

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Cameron A. Caprio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Anthony Caprio's CRS (Customer Relationship Summary).

Certified licenses

Experience

VENTUREMFO LLC

ALLIANCEBERNSTEIN L.P.

SANFORD C. BERNSTEIN & CO., LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/25/2018

SIE

Date: 10/1/2018

Series 31

Date: 6/19/2018

Series 7

Date: 6/7/2018

Current Firm

VENTUREMFO LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VENTUREMFO LLC

TRUST BUT VERIFY

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