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Federico Berruto

Money Concepts Capital Corp

Braintree, MA

Palm Beach Gardens, FL

CRD 8257658

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Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • GENERAL CONSULTING SERVICES

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

Current Employers
Money Concepts Capital Corp

11440 Jog Road, Palm Beach Gardens, FL 33418 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-12
  • MA RA
    APPROVED
    Since 2026-05-12

Branch Locations

Braintree, MA • United States

11440 Jog Road, Palm Beach Gardens, FL 33418 • 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
Rise North Capital Braintree MA 10/2025 05/2026
Harbourvest Partners Boston MA 05/2019 09/2025
State Street Associates Cambridge MA 01/2017 05/2019
Gmo Boston MA 03/2006 12/2016
Money Concepts Advisory Services Palm Beach Gardens FL 05/2026 Present
  • 10/2025 → 05/2026
    Rise North Capital
    Braintree, MA
  • 05/2019 → 09/2025
    Harbourvest Partners
    Boston, MA
  • 01/2017 → 05/2019
    State Street Associates
    Cambridge, MA
  • 03/2006 → 12/2016
    Gmo
    Boston, MA
  • 05/2026 → Present
    Money Concepts Advisory Services
    Palm Beach Gardens, FL
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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