Best Investors Account Sign in
Inactive

Barry Joseph Mohan

Capital Wealth Planning, LLC

Naples, FL

CRD 8123395

Claim This Profile
Employer firm

Capital Wealth Planning, LLC CRD 150764

$17.2B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • PROVIDING SUB-ADVISORY SERVICES TO OTHER REGISTERED INVESTMENT ADVISERS

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

Current Employers
Capital Wealth Planning, Llc

9015 Strada Stell Ct Suite 203, Naples, FL 34109 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-18
  • FL RA
    APPROVED
    Since 2026-03-18

Branch Locations

9015 Strada Stell Ct Suite 203, Naples, FL 34109 • 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
Capital Wealth Planning Llc Naples FL 12/2024 Present
Fifth Third Bank Naples FL 02/2024 12/2024
Unemployed Gloucester MA 06/2023 02/2024
Nuvolo Wellesley MA 01/2023 06/2023
Unemployed Gloucester MA 09/2022 12/2022
Fingerprint Gloucester MA 04/2022 09/2022
Syracuse University Syracuse NY 08/2016 05/2020
Marcus & Millichap Brooklyn NY 06/2020 12/2022
  • 12/2024 → Present
    Capital Wealth Planning Llc
    Naples, FL
  • 02/2024 → 12/2024
    Fifth Third Bank
    Naples, FL
  • 06/2023 → 02/2024
    Unemployed
    Gloucester, MA
  • 01/2023 → 06/2023
    Nuvolo
    Wellesley, MA
  • 09/2022 → 12/2022
    Unemployed
    Gloucester, MA
  • 04/2022 → 09/2022
    Fingerprint
    Gloucester, MA
  • 08/2016 → 05/2020
    Syracuse University
    Syracuse, NY
  • 06/2020 → 12/2022
    Marcus & Millichap
    Brooklyn, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-20
  • S65 Uniform Investment Adviser Law Examination
    2026-02-20
Other Names
  • Bj Mohan

View on SEC IAPD

More in Naples, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor