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Cameron Michael Capriotti

Legacy Chief Financial Office, LLC

The Woodlands, TX

Shenandoah, TX

CRD 6671030

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Employer firm

Legacy Chief Financial Office, LLC CRD 300873

$105M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Legacy Chief Financial Office, Llc

9002 Six Pines Dr. Suite 108, Shenandoah, TX 77380 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-04-02
  • TX RA
    APPROVED
    Since 2019-04-02

Branch Locations

The Woodlands, TX • United States

9002 Six Pines Dr. Suite 108, Shenandoah, TX 77380 • 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
Hfg Wealth Management, Llc The Woodlands TX 04/2016 02/2019
Legacy Chief Financial Office, Llc The Woodlands TX 02/2019 Present
Previous Registrations
Other Businesses

Cameron Capriotti is currently a licensed as a CPA in Texas.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-24
  • S65 Uniform Investment Adviser Law Examination
    2016-06-24
Designations
  • Certified Financial Planner

View on SEC IAPD

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