Reegan Ronald Capozzoli

Employer firm

Lumida Wealth Management LLC CRD 323410

$133M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 09/2024 → 04/2026
  Equitable Advisors, Llc
  New York, NY
• 09/2013 → 06/2020
  Student
  Wayne, NJ
• 09/2019 → 09/2021
  Wayne Animal Shelter
  Wayne, NJ
• 12/2020 → 10/2022
  New Life Floor Coverings
  Wayne, NJ
• 09/2020 → 05/2024
  Stockton University
  Galloway, NJ
• 06/2024 → 08/2024
  Unemployed
  Wayne, NJ
• 04/2026 → Present
  Lumida Wealth Management Llc
  Wayne, NJ

Previous Registrations

• 2024-12-11 → 2026-04-10
  Equitable Advisors, Llc
  Woodbridge, NJ

Exams

• S66 Uniform Combined State Law Examination
  2024-12-09

Other Names

• Reegan Capozzoli