Lisa Capizzi is a registered investment advisor, based in Rochester, NY, with 23 years of industry experience.
Location
2430 Ridgeway Avenue, Rochester, NY, 14626
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lisa is a partner in Bookworx LLC and NACCA & Capizzi, LLP, and a shareholder and president of Chosen, Inc. She also provides wealth management and financial planning services through The Ameriflex Group, Inc. and The Platinum Wealth Group, and reviews insurance needs with clients.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Wall Street Financial Group, INC.Broker
Preferred Holding CorporartionBroker
State Registrations10 states
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