Philip Donato Capriotti

Employer firm

Empower Wealth Management CRD 305031

$349M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 04/2007 → Present
  Senior Tax And Insurance Advisors, Pllc Dba Empower Wealth Grou
  Cedar Park, TX
• 01/2005 → Present
  Senior Tax Advisors, Pllc
  Austin, TX
• 08/2016 → 07/2021
  Foundations Investment Advisors, Llc
  Scottsdale, AZ
• 02/2016 → Present
  Donato Wealth Management, Pllc Dba Empower Wealth Management
  Cedar Park, TX

Previous Registrations

• 2016-08-12 → 2021-07-26
  Foundations Investment Advisors Llc
  Cedar Park, TX
  Phoenix, AZ

Other Businesses

Senior Tax & Insurance Advisors, PLLC dba Empower Wealth Group; It is investment related; 1603 Medical Parkway, Suite 230, Cedar Park, TX 78613; Provides retirees with income planning solutions through insurance products; President & CEO; April 2007. Works at least 80 hours per month during market trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-05