Gaetano Cannata

Money Concepts Capital Corp

Feeding Hills, MA

Palm Beach Gardens, FL

Palm Beach Gardens, FL

Wethersfield, CT

CRD 2575202

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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

Authority	Category	Status	Date
MA	RA	APPROVED	1998-01-01

MA RA
APPROVED

Since 1998-01-01

Branch Locations

Feeding Hills, MA • United States

11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES

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

75 Garden St., Wethersfield, CT 06109 • United States

Naples, FL • 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

Organization	City	State	From	To
Sgs Business Associates, Inc.	Feeding Hills	MA	03/1988	12/2022
Money Concepts Capital Corp	Palm Beach Gardens	FL	12/1994	Present

03/1988 → 12/2022

Sgs Business Associates, Inc.

Feeding Hills, MA
12/1994 → Present

Money Concepts Capital Corp

Palm Beach Gardens , FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-12-14
S63	Uniform Securities Agent State Law Examination	1995-01-06

S65 Uniform Investment Adviser Law Examination

2001-12-14
S63 Uniform Securities Agent State Law Examination

1995-01-06

View on SEC IAPD

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