Giancarlo Capodanno

Current Employers

Employment History

• 05/2016 → 04/2018
  The Investment Center Inc
  Bedminster, NJ
• 04/2018 → 03/2022
  Td Ameritrade
  Jersey City, NJ
• 03/2022 → 02/2024
  Financial Engines Advisors L.L.C
  Santa Clara, CA
• 02/2024 → Present
  C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors
  Westalke, OH
• 02/2024 → Present
  Oneteam Financial (D.b.a. For Advisory Business)
  Red Bank, NJ
• 02/2024 → Present
  M Holdings Securities, Inc.
  Portland, OR

Previous Registrations

• 2022-04-13 → 2024-02-16
  Edelman Financial Engines
  Paramus, NJ

Other Businesses

1) Mr. Capodanno is a licensed insurance agent. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Mr. Capodanno spends approx. 10 hrs/week during trading hours on this activity. 2) Prosperity Capital Advisors; 30400 Detroit Rd, #201, Westlake OH 44145, United States; Registered Investment Advisor; Investment related; Financial Advisor; Provide wealth management solutions; 2/5/2024; 160 hours per month; 160 hours per month during trading hours. 3) One Team Financial; 331 Newman Springs Road, Blg1 Suite 107, Red Bank NJ 07701; Member Firm Affiliation; Investment related; Financial Advisor; Provide wealth management solutions; 2/5/2024; 160 hours per month; 160 hours per month during trading hours. 4) Mr. Capodanno works as a volunteer speaker for the American Financial Educational Alliance (AFEA). In this capacity, Mr. Capodanno conducts several seminars per month to help eliminate financial illiteracy as part of his marketing efforts. There are no product sales or company names mentioned at these seminars. This is not an investment-related activity. 5) Mr. Capodanno is a registered representative of M Holdings Securities, Inc., a registered broker-dealer and member of FINRA conducting business at his registered location. In such capacity, Mr. Capodanno sells securities through M Holding Securities, Inc. and receives normal and customary commissions and other types of compensation, for example, mutual fund 12b-1 fees or variable annuity trails. Mr. Capodanno spends approximately 10 hours per week on this activity during trading hours. 6) Campbell Petrie Inc; 1460 US Highway 9N Suite 200 Woodbridge, NJ 07095; Insurance Medical / Health; Not investment related; Referrals to Campbell Petrie for help with employer group benefits. 8/1/2025; 0 ho/mo.

Exams

• S66 Uniform Combined State Law Examination
  2018-07-23

Other Names

• Gio Capodanno
• Giancarlo Capodanno
• Giancarlo Robert Capodanno