Best Investors Account Sign in
Inactive

Daniel Capozzo

Clearwell Group

Tampa, FL

Claim This Profile
Current Employers
Clearwell Group

610 W. De Leon St., Tampa, FL 33606-2720 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-14
  • FL RA
    APPROVED
    Since 2026-04-14

Branch Locations

610 W. De Leon St., Tampa, FL 33606-2720 • 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
Beck, Mack & Oliver New York NY 06/2016 01/2022
Clearwell Advisors Tampa FL 01/2022 Present
  • 06/2016 → 01/2022
    Beck, Mack & Oliver
    New York, NY
  • 01/2022 → Present
    Clearwell Advisors
    Tampa, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-08-08
  • S63 Uniform Securities Agent State Law Examination
    1996-08-08
Designations
Other Names
  • Dan Capozzo

View on SEC IAPD

Other Firms

STRATEGIC WEALTH INVESTMENT GROUP, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
UNITED CAPITAL FINANCIAL ADVISORS
FLORIDA FINANCIAL ADVISORS, LLC
AE WEALTH MANAGEMENT, LLC
INDEPENDENT FINANCIAL PARTNERS
TRUADVISORS
AMERICAN FAMILY LEGACY GROUP

Other Investors

PETER CASEY GAYLE
John Luke Robinson
MICHAEL MOFFA
JANET L CHRISTIANSEN
MATTHEW VERSAGE
Martin Adolfo Montana
Frank Cooper Finley
Jeferson Josue Velasquez

Other Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL
FLORIDA FINANCIAL ADVISORS, LLC · Tampa, FL
AE WEALTH MANAGEMENT, LLC · Tampa, FL
INDEPENDENT FINANCIAL PARTNERS · TAMPA, FL
TRUADVISORS · TAMPA, FL
AMERICAN FAMILY LEGACY GROUP · TAMPA, FL

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor