linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Glen David Capelo

Mischler Financial Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Glen? Claim Your Profile

About Glen David Capelo

Glen Capelo is a financial professional with over 30 years of experience in the industry. He is currently registered with Mischler Financial Group, Inc. and has previously held positions at several other firms, including Academy Securities, Inc., Gleacher & Company Securities, Inc., and RBS Greenwich Capital. Glen is a Series 7, Series 24, Series 3, Series 63, and Series 99TO licensed professional. He is registered in multiple states, including Connecticut, New York, California, Texas, Georgia, and Maryland. Glen is a valuable asset to any client seeking financial guidance.

Firm Information

Glen Capelo is currently registered with Mischler Financial Group, Inc.. Mischler Financial Group, Inc. is a corporation formed in November 1994. It is registered with the SEC and in 48 states, providing financial services nationwide.

Not reported

Assets Under Management

Not reported

Total Clients

49

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Glen Capelo’s Registration & Firm History

CT

10/10/2019 - Present

Mischler Financial Group, Inc. (STAMFORD CT)

CT

08/11/2017 - 11/07/2019

ACADEMY SECURITIES, INC. (South Norwalk CT)

CT

02/22/2013 - 07/19/2017

MISCHLER FINANCIAL GROUP, INC. (STAMFORD CT)

NY

06/24/2011 - 04/16/2012

SG AMERICAS SECURITIES, LLC (NEW YORK NY)

NY

01/23/2009 - 02/16/2011

GLEACHER & COMPANY SECURITIES, INC. (NEW YORK NY)

CT

03/11/2003 - 12/03/2008

RBS GREENWICH CAPITAL (GREENWICH CT)

NY

09/01/1998 - 03/21/2003

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

12/23/1986 - 09/01/1998

SALOMON BROTHERS INC. (NEW YORK NY)

Not sure if Glen David Capelo is right for you?

Licenses & Designations

BC

Issued 07/24/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/03/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/1987

Series 3 - National Commodity Futures Examination

BC

Issued 12/20/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Glen David Capelo.
Not sure if Glen David Capelo is right for you?