Anthony
Dicapua

Focused Wealth Management, Inc

CRD#6774954
Investment Advisor
in Newburgh, NY

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About this Advisor

Anthony Dicapua is a financial advisor operating out of Newburgh, New York with 4 years of relevant experience. Dicapua currently works for Focused Wealth Management, Inc. Dicapua has gained experience at Rhinebeck Bank, Friendly Honda, Mount Saint Mary College, Infinex Investments, Inc, Securities America, Inc, Focused Wealth Management, Inc and Securities America Advisors. Dicapua holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey and New York. Focused Wealth Management, Inc is an advisory business that has its headquarters in Newburgh, NY. It manages $949 million in total assets across its 1,943 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm serves three charities and foundations. Of its 1,943 client accounts, just 11% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules vary depending on which service is offered. Fee types billed by Focused Wealth Management, Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11 Balmville Rd. Suite 2 North
Newburgh, NY 12550-1911

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Focused Wealth Management, Inc Brokerage Details

Total Assets Under Management

$949,348,874

NY Average: $7,464,549,021
Total Number of Employees

18

NY Average: 88
Total Number of Accounts

1,943

NY Average: 3,892
Average Account Size

$488,600

NY Average: $1,917,921

Investment Advisory Services

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

Anthony Dicapua Work History

Anthony has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Focused Wealth Management, Inc

2018 - Present (6 years)

Securities America, Inc

2018 - 2019 (1 year)

Securities America Advisors

2017 - 2018 (1 year)

Infinex Investments, Inc

2015 - 2018 (3 years)

Rhinebeck Bank

2014 - 2015 (1 year)

Rhinebeck Bank

2012 - 2014 (2 years)

Friendly Honda

2010 - 2014 (4 years)

Mount Saint Mary College

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Anthony Dicapua to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Focused Wealth Management, Inc

Jacob Brett
Newburgh, NY
Anthony Dicapua
Newburgh, NY
Ryan Swanson
Newburgh, NY
Zachary Manheim
Newburgh, NY
Michael Passante
Newburgh, NY
Charles Yarnold
Newburgh, NY
Philip Deangelo
Newburgh, NY
Jerry Schwartz
Newburgh, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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