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Capable Wealth, LLC CRD 288448
$21.2M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
22 Century Hill Drive Suite 101, Latham, NY 12110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-08-09 |
| TX | RA | APPROVED | 2024-06-26 |
| MA | RA | APPROVED | 2021-11-17 |
| NY | RA | APPROVED | 2021-02-25 |
Branch Locations
150 State St 4Th Floor, Albany, NY 12207-1626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capable Wealth | Albany | NY | 03/2017 | Present |
| Columbia Management Investment Distributors, Inc | Boston | MA | 08/2012 | 04/2017 |
There are 2 businesses outside of my RIA that I am engaged in. 1 - 518 Property Brothers Not investment-related Location: 420 Sand Creek Rd. #606, Albany, NY 12205 Real Estate Co-Owner Start Date: 1/24/2017 1 hour per month No hours during securities trading My duties are passive in nature - I am just an owner/investor 2 - DeepSea Consulting, LLC Not investment-related Location: 70 Central Street, Norwell, MA 02061 Nature: consulting business focused on the Web3 space Position/Title: Partner/Co-Owner Start Date:1.04.2022 Hours/Month:~10-20 Securities Hours:0 Duties: helping to develop implementation strategies for businesses to implement Web3 technologies
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-21 |
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