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RC

Reegan R. Capozzoli

LUMIDA WEALTH MANAGEMENT
WAYNE, NJ 07470
CRD#: 7986625
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RC
Reegan Ronald CapozzoliLUMIDA WEALTH MANAGEMENT

Professional summary

Reegan Ronald Capozzoli, who also goes by Reegan Capozzoli, is a registered financial advisor currently at LUMIDA WEALTH MANAGEMENT LLC located in Wayne, New Jersey.

Reegan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Reegan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Reegan Capozzoli

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) - RIA

Click below to view Reegan Ronald Capozzoli's CRS (Customer Relationship Summary).
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®
None

Experience

Current

May 13, 2026 - Present

LUMIDA WEALTH MANAGEMENT LLC

Office #1: 1200 Preakness Avenue Suite B1200, Wayne, NJ 07470
RIA
CRD#: 323410
WAYNE, NJ
Past

December 11, 2024 - April 10, 2026

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
WOODBRIDGE, NJ
Past

November 12, 2024 - April 10, 2026

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
WOODBRIDGE, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LW
LUMIDA WEALTH MANAGEMENT LLC
LUMIDA | LUMIDA WEALTH MANAGEMENT LLC | LUMIDA WEALTH

CRD#: 323410 / SEC#: 801-126806

RIA
Registered Investment Advisory firm - (11/25/2022 Approved)

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
New Jersey
(5/13/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/9/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/12/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/16/2024
Securities Industry Essentials Examination

Current Firm

LW
LUMIDA WEALTH MANAGEMENT LLC
LUMIDA | LUMIDA WEALTH MANAGEMENT LLC | LUMIDA WEALTH

CRD#: 323410 / SEC#: 801-126806

RIA
Registered Investment Advisory firm - (11/25/2022 Approved)
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Contact information

Main Address
1200 Preakness Avenue Suite B1200, Wayne, NJ 07470
Mailing Address
Phone number
(833) 512-5111
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LUMIDA FORM ADV PART 2A (10/30/2025)

Regulatory assets under management

Total Number of Accounts77
AUM (Assets Under Management)$ 148,637,726

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

LUMIDA WEALTH MANAGEMENT LLC

CRD#: 323410Wayne, NJ 07470

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