DFX Intelligence

Data Factory

RIA / WealthAdvisor35 years in industry

MICHAEL JOHN CAPOBIANCO

Advisor at MWA ASSET MANAGEMENT

REVERE, MA | Danvers, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e86cde95-5f86-c287-59f5-90f9e3c441d9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jul 30, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MWA ASSET MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 23, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 19derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 2
Registered states: 1
Exams: S63|S65
First exam: Jul 23, 1991
First registration: Jul 30, 2000
Dual registered: no
IAPD individual key: 2159543

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LATTANZI FINANCIAL SERVICES LLC	State registered	Jun 8, 2017	n/a	yes	REVERE, MA	Current employment
MWA ASSET MANAGEMENT	Independent wealth	Mar 6, 2007	n/a	yes	Danvers, MA	Current employment
ALC ADVISORY	Former SEC adviser	Jan 21, 2015	Dec 5, 2019	no	LEXINGTON, MA	Previous registration
EDGARTOWN ADVISORS LLC	n/a	Jul 7, 2011	Feb 28, 2012	no	BOSTON, MA	Previous registration
CAPITOL SECURITIES MANAGEMENT, INC.	Independent wealth	Sep 24, 2010	Jul 31, 2013	no	BOSTON, MA\|BOSTON, MA\|WELLESLEY, MA	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jan 2, 2009	Sep 27, 2010	no	WELLESLEY, MA	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	May 23, 2005	Jan 2, 2009	no	WELLESLEY, MA\|WELLESLEY, MA\|WELLESLEY, MA\|CENTERVILLE, MA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 30, 2000	May 2, 2005	no	WELLESLEY, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALC ADVISORY	LATTANZI FINANCIAL SERVICES LLC	Dec 5, 2019	Jun 8, 2017	-910	Firm change after gap	RIA to state RIA
CAPITOL SECURITIES MANAGEMENT, INC.	EDGARTOWN ADVISORS LLC	Jul 31, 2013	Jul 7, 2011	-755	Firm change after gap	Other
EDGARTOWN ADVISORS LLC	ALC ADVISORY	Feb 28, 2012	Jan 21, 2015	1,058	Firm change after gap	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	CAPITOL SECURITIES MANAGEMENT, INC.	Sep 27, 2010	Sep 24, 2010	-3	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	MWA ASSET MANAGEMENT	Jan 2, 2009	Mar 6, 2007	-668	Firm change after gap	Other
WELLS FARGO ADVISORS	RAYMOND JAMES FINANCIAL SERVICES, INC.	May 2, 2005	May 23, 2005	21	Firm change	Other

Relationships

Registered with (8)

→ LATTANZI FINANCIAL SERVICES LLCRegistered adviserregistration: current employment
Jun 8, 2017 to presentfactForm ADV
→ MWA ASSET MANAGEMENTRegistered adviserregistration: current employment
Mar 6, 2007 to presentfactForm ADV
→ ALC ADVISORYRegistered adviserregistration: previous registration
Jan 21, 2015 to Dec 5, 2019factForm ADV
→ CAPITOL SECURITIES MANAGEMENT, INC.Registered adviserregistration: previous registration
Sep 24, 2010 to Jul 31, 2013factForm ADV
→ EDGARTOWN ADVISORS LLCRegistered adviserregistration: previous registration
Jul 7, 2011 to Feb 28, 2012factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jan 2, 2009 to Sep 27, 2010factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
May 23, 2005 to Jan 2, 2009factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 30, 2000 to May 2, 2005factForm ADV

Dated events

No dated event names this entity yet.