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Sandy M Capobianco

Savior Wealth

Wellesley, MA

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Current Employers
Savior Wealth

40 Washington Street Suite 210, Wellesley, MA 02481 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-05-13
  • MA RA
    APPROVED
    Since 2021-05-13

Branch Locations

40 Washington Street Suite 210, Wellesley, MA 02481 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Waltham MA 12/2013 05/2019
Savior Wealth, Llc Waltham MA 05/2019 Present
  • 12/2013 → 05/2019
    Morgan Stanley
    Waltham, MA
  • 05/2019 → Present
    Savior Wealth, Llc
    Waltham, MA
Other Businesses

Independent insurance agent, 12/12/2014, 0 hours; non-investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-04
S63 Uniform Securities Agent State Law Examination 2001-04-09
  • S65 Uniform Investment Adviser Law Examination
    2021-05-04
  • S63 Uniform Securities Agent State Law Examination
    2001-04-09
Other Names
  • Sandra P Soares
  • Sandra Medeiros Capobianco
  • Sandy Medeiros Capobianco

View on SEC IAPD

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COMMONWEALTH FINANCIAL NETWORK

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CHRISTOPHER KARL GAFFNEY
SHAUN PATRICK THOMPSON
NEEL K. TIKU
ROBERTO MARIO PANDOLFI
ROBERT STEPHEN ROSELLI
PRAN NATH TIKU
EZRA EDDIE SHAMMAY

Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
EQUITABLE ADVISORS, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA
MORGAN STANLEY · Wellesley, MA

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