Michael John Capobianco

Employer firm

Lattanzi Financial Services LLC CRD 282894

$8.33M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2006 → Present
  Mwa Asset Management
  Danvers, MA
• 08/2007 → 06/2017
  Insurance - Non Variable
  Wellesley, MA
• 08/2013 → 03/2017
  Triad Advisors, Inc.
  Norcross, GA
• 01/2015 → 04/2019
  Alc Advisory (Aurora Leslie Llc)
  Lexington, MA
• 06/2017 → Present
  Lattanzi Financial
  Revere, MA
• 01/2019 → Present
  Rorcha Llc
  Lynnfield, MA

Previous Registrations

• 2015-01-21 → 2019-12-05
  Alc Advisory
  Lexington, MA
• 2010-09-24 → 2013-07-31
  Capitol Securities Management, Inc.
  Boston, MA
  Boston, MA
  Wellesley, MA
• 2011-07-07 → 2012-02-28
  Edgartown Advisors Llc
  Boston, MA
• 2009-01-02 → 2010-09-27
  Raymond James Financial Services Advisors, Inc
  Wellesley, MA
• 2005-05-23 → 2009-01-02
  Raymond James Financial Services, Inc.
  Wellesley, MA
  Wellesley, MA
  Wellesley, MA
  Centerville, MA
• 2000-07-30 → 2005-05-02
  Wells Fargo Clearing Services, Llc
  Wellesley, MA

Other Businesses

Rorcha LLC; Owner/Director, NON-INVESTMENT BUSINESS Business Consulting 1 HR/Week

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-03-13
• S63 Uniform Securities Agent State Law Examination
  1991-07-23