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Daniel Capozzo

Clearwell Group

Tampa, FL

CRD 2770322

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Employer firm

Clearwell Group CRD 306186

$414M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • REAL ESTATE DEAL SOURCING

From the firm’s Form ADV. Read the guides:

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
  • Chartered Financial Analyst
Other Names
  • Dan Capozzo

View on SEC IAPD

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