Claire
Caprio
Seia
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About this Advisor
Claire Caprio is a financial advisor based in Mc Lean, Virginia, working with Seia. Claire has previously held positions at Trader Joes, West Of Pecos, Self Employed Gig Worker, First Republic, Ameriprise, Seia LLC, and Ses Inc. Claire has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Claire is part of Seia, which operates out of Mc Lean, Virginia. The firm has 22 offices and 138 employees. The firm manages assets totaling $14.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Seia includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Seia Brokerage Details
$14,211,502,743
138
18,483
$768,896
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Claire Caprio Work History
Seia LLC
Ses Inc
Ameriprise
Self Employed Gig Worker
First Republic
Self Employed Gig Worker
West Of Pecos
Trader Joes
Disclosures
Please visit the SEC profile of Claire Caprio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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