Martin
Scafidi

Money Concepts Capital Corp

CRD#4324389
Investment Advisor
in Peabody, MA

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About this Advisor

Martin Scafidi is a financial advisor based out of Peabody, Massachusetts, who has 30 years of experience as a financial advisor. Scafidi is on the advisory team at Money Concepts Capital Corp. They have been employed by Money Concepts Capital Corp for their whole career. Scafidi maintains Series 63, Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Massachusetts. Money Concepts Capital Corp is a financial advisory company headquartered in Peabody, Massachusetts. It has offices in 386 locations and a total of 545 people on staff. It manages $2 billion in assets under management among its 16,992 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 52 charitable organizations. Money Concepts Capital Corp has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically vary depending on the services provided. Fee types billed by Money Concepts Capital Corp most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 63, Series 65

Years of Experience

31 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 Suite 66
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 31 years of experience.

1989 - Present (31 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

Benjamin Dodds
Palm Beach Gardens, FL
Travis Denkenberger
Bellefontaine, OH
Bert Cupit
Saint Peters, MO
Jesus Arteaga
Palm Beach Gardens, FL
Samuel Osborne
Fullerton, CA
David Spellman
Palm Beach Gardens, FL
Aaron Rex
Fort Wayne, IN
Jimmy Hernandez
Palm Beach Gardens, FL

This content was compiled from the SEC and FINRA.

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