Best Investors
Account
Sign in
Best Investors
Account
Sign in
Money Concepts Capital Corp CRD 12963
$4.07B regulatory AUM 1,108 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-27 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
75 Garden St., Wethersfield, CT 06109 • United States
6303 Blue Lagoon Drive Suite 478, Miami, FL 33126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 01/2018 | Present |
| Unemployed | Wethersfield | CT | 12/2017 | 12/2017 |
| Money Solutions Group | Orangeburg | NY | 06/2016 | 11/2017 |
1. Massaro Wealth Management. Investment related, Employee, Analyst, Data & Research, 01/2018, 110hrs/month, 80 during trading hours. 2. Claros Capital LLC, since 7/1/2026. Owner, Non-investment related, 1-10% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-14 |
Reach out to this advisor