Vincent Marc Capolupo

$12.6B regulatory AUM

Reported services (Item 5G)

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

One Post Office Square 5Th Floor, Boston, MA 02109 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2023-08-30

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Boston	MA	01/2016	08/2018
Morgan Stanley Private Bank, National Association	New York	NY	01/2016	08/2018
Svb Wealth Advisory	Newton	MA	08/2018	07/2022
Silicon Valley Bank	Newton	MA	08/2018	08/2023
Svb Investment Services Inc.	Newton	MA	07/2022	08/2023
Svb Wealth Llc	Newton	MA	07/2022	08/2023
Appleton Partners, Inc.	Boston	MA	08/2023	Present

01/2016 → 08/2018

Morgan Stanley Smith Barney Llc

Boston, MA
01/2016 → 08/2018

Morgan Stanley Private Bank, National Association

New York, NY
08/2018 → 07/2022

Svb Wealth Advisory

Newton, MA
08/2018 → 08/2023

Silicon Valley Bank

Newton, MA
07/2022 → 08/2023

Svb Investment Services Inc.

Newton, MA
07/2022 → 08/2023

Svb Wealth Llc

Newton, MA
08/2023 → Present

Appleton Partners, Inc.

Boston, MA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-04-19
S63	Uniform Securities Agent State Law Examination	2006-04-05

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