Martin
Scafidi

Money Concepts Capital Corp

CRD#4324389
Investment Advisor
in Peabody, MA

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About this Advisor

Martin Scafidi is an investment advisor who works out of Peabody, Massachusetts. Currently a registered advisor with Money Concepts Capital Corp, Scafidi has a notable 29 years of experience as a registered investment advisor. Scafidi holds Series 63, Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Scafidi can work with customers based out of Massachusetts. Scafidi has worked their career at Money Concepts Capital Corp. Money Concepts Capital Corp is based out of Peabody, Massachusetts, and operates out of 315 additional offices in the nation. In aggregate, Money Concepts Capital Corp oversees $2 billion in assets throughout 14,691 accounts and retains more than 537 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the nation. The firm manages 10,063 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the investment firm's 14,691 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Money Concepts Capital Corp can offer financial planning services and portfolio management for individuals and small businesses. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 63, Series 65

Years of Experience

29 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

7 Essex Green Drive
Peabody, MA 01960

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Money Concepts Capital Corp Brokerage Details

Total Assets Under Management

$2,187,158,511

MA Average: $1,855,561,029
Total Number of Employees

545

MA Average: 62
Total Number of Accounts

16,992

MA Average: 2,474
Average Account Size

$128,717

MA Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Martin Scafidi Work History

Martin has 29 years of experience.

1989 - Present (30 years)

Martin J Scafidi P.C

Disclosures

Martin Scafidi has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Money Concepts Advisory Service

Chase Thomas
Clarksville, TN
Dustin Shafer
Springfield, IL
John Carter
Winter Park, FL
Levi Dayley
Meridian, ID
Jason Grosse
Washington, MO
Erich Fischer
Libertyville, IL
Linda Wells
Fayetteville, GA
Rashi Vora
Fullerton, CA

This content was compiled from the SEC and FINRA.

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