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Pasquale Capone

Advisor at &PARTNERS — Huntington, NY

Updated today

Credentials

Series 65, Series 63, Series 66

Experience

32 years

Location

Huntington, NY 11743

&PARTNERS logo

&PARTNERS

Enterprise

Total advisors

540

Across 185 offices

Clients per advisor

100 High

Avg AUM per client

$384,909 Typical

HNW client ratio

22% Typical

About

Pasquale Capone is a financial advisor at &Partners with 32 years of industry experience. He holds the Series 65, Series 63, and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for a family trust. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm operates as both a registered investment advisor and broker-dealer, offering a range of investment advisory, brokerage, financial planning, and retirement plan services, utilizing both proprietary models and third-party managers through the Envestnet platform.

Client services

Based on &PARTNERS

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction

Expertise

Based on &PARTNERS

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

Occupation focus

Based on &PARTNERS

Founder/Business Owner Executive Retired Financial Professional

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Fee options

Fixed

Fixed fees for financial planning and consulting services, as negotiated

Percentage

$0+: Negotiable up to 3.0%, commonly asset-based advisory fee capped at 3.0% Below recommended Envestnet minimum+: Additional $40 annual fee for Tax Overlay Services

Commissions

Transaction fees and commissions charged in addition to advisory fees; broker-dealer services provided; commissions received on brokerage transactions

Project-based

Hourly consulting fees as agreed upon with client

Subscriptions

Subscription fee of $500/month for weekly market commentary service

Other

Minimum fee: A $40 annual fee if account is below recommended minimum balance (Envestnet program) Fee-only: Negotiable flat fees for financial planning, estate/trust administration consulting, other consulting services

Location

See office

Huntington, NY

380 New York Ave

Huntington NY 11743

Advisors at this office

2

Most active in

New York · Texas

Work history

32 years of industry experience

&Partners

2025 - Present • 1 year

Nashville, TN

Wells Fargo Clearing

2016 - 2025 • 9 years

Woodbury, NY

Wells Fargo Advisors Llc

2009 - 2016 • 7 years

Woodbury, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul B

Series 63, Series 65, Series 66

Melville, NY

BIGGIN, INC.

Paul Biggin is the sole advisor at BIGGIN, INC., an independent firm based in Melville, NY. He holds Series 63, Series 65, and Series 66 designations and has four years of industry experience. He has been with BIGGIN, INC. since 2012. BIGGIN, INC. provides personalized investment management primarily to individual clients, including high-net-worth individuals, using both discretionary and non-discretionary portfolio management. The firm employs fundamental, technical, and cyclical analysis and utilizes a variety of strategies, including option writing, while coordinating with clients’ outside professionals as needed.

Options & derivatives strategies
user avatar

John A

Series 63, Series 65

Saint James, NY

Advanced Portfolio Services LLC

John Agoglia is the sole advisor at Advanced Portfolio Services LLC in Saint James, NY, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at E D & F Man Capital Markets Inc since 2013 and operates JDA Trading LLC, a personal investment vehicle focused on trading and analyzing investment opportunities. Advanced Portfolio Services LLC is a state-registered investment adviser offering discretionary portfolio management and consultation services to a diverse client base, including individuals, family offices, and corporations. The firm employs a global macro investment approach combining technical and qualitative analysis, with portfolios that may include index exposure, selective hedging, and options or margin strategies.

Active portfolio management Concentrated stock management
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Paul B

Series 63, Series 65

Greenwich, CT

Ravine Road Advisors

Paul Barrett is the sole advisor at Ravine Road Advisors in Greenwich, CT, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at firms including J.P. Morgan Securities, Citigroup Global Markets, and Entoro Capital. Outside of investment management, he is a principal at River Road Advisors LLC, advising companies on credit facilities, and a partner in Taurus Affiliates LLC, an online coupon and survey business. Ravine Road Advisors offers discretionary, fee-based investment management to institutional and private investment entities, including individuals and retirement accounts. The firm employs a tactical asset-allocation approach combining fundamental and technical analysis, using a variety of securities to implement strategies tailored to client objectives and risk tolerance.

Options & derivatives strategies Active portfolio management
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Jared C

Series 63, Series 65

Rye Brook, NY

Five Factor Capital Advisors

Jared Cutler is the sole advisor at Five Factor Capital Advisors, an independent firm based in Rye Brook, NY. He holds Series 63 and Series 65 licenses and has 8 years of industry experience. Jared has been with Five Factor Capital Advisors since 2010. Five Factor Capital Advisors serves individuals, high-net-worth clients, and institutional accounts such as pensions and endowments. The firm emphasizes long-term, asset-allocation oriented portfolios grounded in modern portfolio theory, providing portfolio management and individualized investment policy statements while outsourcing administrative functions and utilizing specific custody and execution arrangements.

Active portfolio management Options & derivatives strategies Passive / index investing

Amir N

CFP®, EA

Huntington, NY

N Financial Plans

Hi, I’m Amir Noor—a fee-only financial advisor who specializes in helping high-net-worth clients navigate complex financial and tax planning. As a Certified Financial Planner™ (CFP®), an Enrolled Agent (EA), and Chartered Retirement Plan Specialist™ (CRPS™), I bring a varied lens to your finances: strategic, goal-oriented planning and expert-level tax guidance. I don’t accept commissions, product sales kickbacks, or referral fees—just clear, objective advice that puts your best interests first. My origin story begins on Long Island, where I was raised in an immigrant household defined by entrepreneurial highs and devastating lows. My father, a risk-taking entrepreneur, passed away while I was still in high school. Overnight, I found myself managing our family’s finances and hustling to support us—building websites and offering tech support to local businesses before I was old enough to vote. At 19, I got licensed as an insurance agent and began my journey in financial services. (No, I no longer sell products.) I started college as a computer science major but graduated from SUNY Stony Brook with a finance degree after realizing where I could have the greatest impact. My early entry into the field means I’ve now worked in financial services for nearly two decades—while still in my thirties. That experience spans a broad range of clients, from 22 to 70+, across professions like law, medicine, finance, and entrepreneurship. I’m fluent in their language and the challenges they face, from correcting mismanaged 401(k)s to addressing underinsured households to navigating unexpected windfalls and offshore asset transfers. Clients often tell me I “get it”—because I’ve lived it. I know what it’s like to be the first line of financial defense for your family or your business. And I know how overwhelming it can feel when you're not sure who to trust. That’s why I built my practice around transparency, technical expertise, and deep empathy. Today, I live in Huntington, Long Island, with my growing family. I continue to work closely with attorneys, medical professionals, and small business owners—helping them gain clarity, reduce risk, and build lasting wealth. Let’s talk. And if you have a great restaurant recommendation, we’ll get along just fine.

Tax strategies for small businesses Business ownership considerations General tax planning Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
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Michael R

Series 66

Melville, NY

Mountain Creek Capital, LLC

Michael Reidlinger is a financial advisor at Mountain Creek Capital, LLC with 13 years of industry experience. He has held the Series 66 designation and previously worked at Axa Advisors, LLC from 2010 to 2018 before founding Mountain Creek Capital in 2018. Mountain Creek Capital provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and economic analysis to tailor portfolios, incorporating equities, bonds, mutual funds, limited partnerships, and options strategies, with integrated risk management and regular account reviews.

Options & derivatives strategies Concentrated stock management
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