Michael Anthony Cappiello

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → 03/2018
  Ameriprise Financial Services Inc
  Conshohocken, PA
• 05/2021 → 11/2024
  Pruco Securities Llc
  Chalfont, PA
• 04/2018 → 04/2021
  Unemployed
  Mint Hill, NC
• 09/2021 → 04/2025
  The Prudential Insurance Company Of America
  Chalfont, PA
• 11/2024 → 04/2025
  Lpl Enterprise Llc
  Warrington, PA
• 04/2025 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2024-11-14 → 2025-04-29
  Lpl Enterprise, Llc
  Warrington, PA
  Fort Washington, PA
• 2021-08-12 → 2024-11-14
  Pruco Securities, Llc.
  Warrington, PA
  Fort Washington, PA
• 2012-11-19 → 2018-12-14
  Ameriprise Financial Services, Llc
  Lambertville, NJ
  Plymouth Meeting, PA

Exams

• S66 Uniform Combined State Law Examination
  2021-07-28

Other Names

• Michael Anthony Cappiello
• Michael Cappiello