Reegan Capozzoli has been an investment adviser representative at Lumida Wealth Management since May 2026, and is not listed among the firm’s executive officers or direct owners.
Lumida Wealth Management LLC is a Wayne, NJ firm with $133M under management, 44 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Reegan Capozzoli’s longest registration was 1 year at Equitable Advisors, LLC (2024–2026). Before joining Lumida Wealth Management in 2026, Reegan Capozzoli was registered through Equitable Advisors, LLC.
- Lumida Wealth Management LLCCurrent– present · under a yearWayne, NJ · Adviser representative · Firm CRD 323410
- Equitable Advisors, LLC– · 1 yearWoodbridge, NJ · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Reegan Capozzoli is registered as an investment adviser representative in New Jersey, since May 2026.
- New JerseySince 13 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 December 2024 |
| Series 7TO | General Securities Representative Examination | 12 November 2024 |
| SIE | Securities Industry Essentials Examination | 16 August 2024 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Reegan Ronald Capozzoli
- CRD
- 7986625
- Firm
- Lumida Wealth Management · CRD 323410
- Office
- 1200 PREAKNESS AVENUE, SUITE B1200, Wayne, NJ 07470
- Registration
- Investment adviser registration
- In the industry since
- December 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Reegan Capozzoli work?
Reegan Capozzoli is an investment adviser representative registered through Lumida Wealth Management LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Reegan Capozzoli a financial advisor?
Yes. Reegan Capozzoli has a current investment-adviser registration in New Jersey, through Lumida Wealth Management since May 2026.
How many years of experience does Reegan Capozzoli have?
Reegan Capozzoli has 1 year in the financial industry, since December 2024, across 2 adviser firms.
What exams has Reegan Capozzoli passed?
Reegan Capozzoli has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in August 2024.
Where did Reegan Capozzoli work before Lumida Wealth Management?
Before Lumida Wealth Management, Reegan Capozzoli was registered through Equitable Advisors, LLC, December 2024 to April 2026.
Where is Reegan Capozzoli based?
Reegan Capozzoli’s registered office is in Wayne, NJ.
Is Reegan Capozzoli registered with FINRA?
No. Reegan Capozzoli has no current broker registration.
How can I verify Reegan Capozzoli’s record?
Search CRD 7986625 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Reegan Capozzoli’s full registration record.
