Unclaimed
Michael Capella is a registered representative with Alliancebernstein LP. Michael's career in the financial services industry began in 2003. Michael has previous experience with T. Rowe Price Investment Services, Inc., UBS Financial Services Inc. and Sanford C. Bernstein & Co., LLC. Michael is licensed to sell securities in New Jersey and New York. Michael is qualified to provide investment advice to a variety of client types including high net worth individuals, corporations or other businesses, investment companies and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
07/27/2010 - Present
Alliancebernstein LP (NEW YORK NY)
NY
01/30/2012 - 12/22/2022
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
MD
12/06/2004 - 07/13/2010
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
NJ
02/20/2003 - 11/03/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 03/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 02/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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