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Greg Capozzi

  • Financial Advisor
  • Investment Advisor Representative

 

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Greg Capozzi is a Registered Representative with over three decades of experience in financial services. After starting his career as an energy futures and options trader on the New York Mercantile Exchange, Greg transitioned to wealth management in 1994 with the acquisition of The Windmill Group.

Throughout his career, Greg has navigated various market conditions and addressed a wide range of client financial needs. He leverages his expertise in wealth management, income planning, retirement preparation, and individual securities to deliver personalized financial strategies. Greg is well-versed in a variety of investment vehicles including stocks, ETFs, options, mutual funds, and 529 college savings plans.

Prior to his entrepreneurial venture, Greg honed his financial knowledge at Shearson Lehman Brothers and Kidder Peabody. He holds a Bachelor of Science degree in Finance from Providence College. He currently holds the Series 4, 7, 24, 53, 63 and 65 licenses.

Greg resides in Bethel, Connecticut with his fiancé. He enjoys outdoor activities including triathlons, golf, and swimming and when he’s not doing that, he dedicates his time to umpiring local baseball games.

 

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY

Check the background of this investment professional on FINRA’s BrokerCheck.

Greg Capozzi

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Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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