Michael Anthony Porter

ChFC

Capacuity LLC

36 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement PlanningInvestment Management

Capacuity LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

85 clients

Average Client Portfolio

$124.7M average

Assets Under Management

$10.6B

Fee Structure

Financial Planning:Investment management only

Location

300 International Parkway, Suite 350, Lake Mary, FL, 32746

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Michael is the Vice President of Westport Strategies Advisors, LLC, providing investment advisory services. He also has a profits ownership interest in Westport Strategies, LLC, and may perform activities for CapAcuity Consulting LLC or CapAcuity LLC.

Employment History

Current Registrations

Capacuity LLC

October 2020 - Present · 5 yrs 4 mos

Capacuity Securities, INC.

November 2019 - Present · 6 yrs 3 mos

Capacuity Securities, INC.Broker

November 2019 - Present · 6 yrs 3 mos

Previous Registrations

Westport Strategies Advisors, LLC

December 2012 - June 2020 · 7 yrs 6 mos

Financial Advisory Service INC

May 2011 - November 2012 · 1 yr 6 mos

Fas CORP.Broker

May 2011 - September 2019 · 8 yrs 4 mos

Clark Securities, INC.Broker

July 2008 - May 2011 · 2 yrs 10 mos

Westport Financial Services, L.L.C.Broker

May 2002 - July 2008 · 6 yrs 2 mos

Mercer Allied Company, L.P.Broker

December 1994 - March 2002 · 7 yrs 3 mos

Mercer Allied CorporationBroker

July 1992 - December 1994 · 2 yrs 5 mos

Aetna Life Insurance and Annuity CompanyBroker

April 1989 - May 1992 · 3 yrs 1 mo

State Registrations2 states

FLNY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.