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Nicole Robin Scarpati

Capital Counsel LLC

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About Nicole Robin Scarpati

Nicole Robin Scarpati is a registered investment advisor representative. Nicole is affiliated with Capital Counsel LLC which provides financial planning services to individuals and families. Nicole's firm also provides portfolio management for businesses and pooled investment vehicles, as well as publication of periodicals. Prior to joining Capital Counsel LLC, Nicole was employed by EQUICO SECURITIES, INC. and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES.

Firm Information

Nicole Scarpati is currently registered with Capital Counsel LLC. Capital Counsel LLC is an investment advisor headquartered in New York, NY. The firm provides financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Capital Counsel manages approximately $2.33 billion in assets for a diverse client base, including high net worth individuals, charitable organizations, and pooled investment vehicles.
Capital Counsel LLC

527 MADISON AVE., 19TH FLOOR

NEW YORK, NY 10022

$2.33B

Assets Under Management

Not reported

Total Clients

9

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nicole Scarpati’s Registration & Firm History

NY

09/03/2021 - Present

Capital Counsel LLC (NEW YORK NY)

NA

04/30/1993 - 08/04/1993

EQUICO SECURITIES, INC.

NA

04/30/1993 - 08/04/1993

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

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Licenses & Designations

BC

Issued 04/26/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicole Robin Scarpati.
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