Tyler Capitano
Advisor at Focus Partners Wealth, LLC — Babylon, NY
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
6 years
Location
Babylon, NY 11702
Focus Partners Wealth, LLC
Enterprise
Clients per advisor
59 TypicalAvg AUM per client
$2,557,933 Very HighHNW client ratio
49% Very HighTyler Capitano is a CFP® professional with six years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and has worked previously at Park Avenue Securities, Guardian Life Insurance Company, and Mass Mutual. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.
Based on Focus Partners Wealth, LLC
Based on Focus Partners Wealth, LLC
Based on Focus Partners Wealth, LLC
Based on Focus Partners Wealth, LLC
Financial counseling, divorce planning, aging life care planning, practice integrated wealth management (generally $150-$825/month), family budget services ($3,000 to $6,000 fixed monthly fees), business solutions ($5,000 to $50,000 fixed fees), aging life care planning ($1,500 upfront plus $250/hour for additional meetings)
$0 - $25,000,000: Up to 1.25%, negotiable and based on client factors $25,000,000+: Negotiable and varying based on client relationship and assets
Financial counseling (sometimes), family office services ($95 to $275/hour), business management ($80 to $375/hour), dispute resolution services ($250 to $300/hour)
Performance-based fees charged for certain Private Funds and private accounts; e.g., carried interest on private equity funds, 10%-15% of distributions after hurdle for TCP fund.
Subscription fee for The Prudent Speculator newsletter: $33/month, $325-$375/year, or $595-$695/2 years.
Account minimum: $5,000 Minimum fee: Typically subject to a minimum fee of $5,000 Fee-only: Financial counseling fees generally annual/fixed billed quarterly; family office fees quarterly or hourly rates $95-$275/hr; family budget fees fixed monthly fees $3,000-$6,000 or higher; business management hourly rates $80-$375; dispute resolution hourly rates $250-$300; tax compliance fees variable.
Babylon, NY
133 E. Main St, Second Floor
Babylon NY 11702
Advisors at this office
6
New York
6 years of industry experience
Focus Partners Wealth, LLC
2024 - Present • 2 years
Boston, MA
Park Avenue securities
2020 - 2024 • 4 years
Garden City, NY
Guardian life Insurance Company
2020 - 2024 • 4 years
Garden City, NY
Mass Mutual Investors Services
2020 - 2020 • 1 year
Hauppauge, NY
Mass Mutual Life Insurance Co
2019 - 2020 • 1 year
Hauppauge, NY
Home Advisor
2018 - 2019 • 1 year
New York, NY
Quinnipiac University
2014 - 2018 • 4 years
Hamden, CT
Construction By Design
2013 - 2018 • 5 years
Hauppauge, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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