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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

AuthorityCategoryStatusDate
NY RA APPROVED 2021-05-25
  • NY RA
    APPROVED
    Since 2021-05-25

Branch Locations

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

Chester, NY • United States

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

497 Route 304 Ste 2, New City, NY 10956-3030 • 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
OrganizationCityStateFromTo
Bears Stearns And Company Ny NY 08/1984 Present
Mccall Abstract Corp. New City NY 09/1986 Present
Money Concepts Capital Corp Palm Beach Gardens` FL 11/2003 Present
  • 08/1984 → Present
    Bears Stearns And Company
    Ny, NY
  • 09/1986 → Present
    Mccall Abstract Corp.
    New City, NY
  • 11/2003 → Present
    Palm Beach Gardens`, FL
Other Businesses

1. HUDSON VALLEY ACCOUNTING, INC-TAX PREPARATION, SINCE 1/1/2004, OWNER. Non-investment related, 60% time spent on activity during non-securities hrs. 2. PETITO WEALTH MANAGEMENT, LLC, OWNER. Non-investment related, 1-20% time spent on activity during non-securities hrs. 3. WORPLACE CLUB, LLC, 280 ROUTE 211 EAST MIDDLETOWN, NY 10940. Member, Non-investment related, 1-20% time spent on activity during non-securities hrs.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-06-15
  • S63 Uniform Securities Agent State Law Examination
    1994-06-15
Other Names
  • Angelio Joseph Petito
  • Angelo Joseph Petito

View on SEC IAPD

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