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Jonathan Edelman

Advisor at Nonesuch Advisors

Updated today
Nonesuch Advisors logo

Firm

Nonesuch Advisors

Location

Kent, CT

Credentials

CFP®, Series 63

Industry experience

4 years

Client services

Financial planning

Fee options

Fixed

Fixed annual fees for ongoing services and fixed fees for limited scope/duration projects

Project-based

Standard rate $500 per hour, negotiable; minimum engagement size $1,000

Other

Account minimum: $1,000 minimum engagement size for hourly clients Fee-only: Fixed annual fees mutually agreed upon based on scope, size, and complexity; hourly fees at standard $500/hour rate (negotiable)

Work history

Nonesuch Advisors, LLC

2013 - Present (13 years)

Disclosures

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

Michael C

Series 63, Series 66

New Milford, CT

Fidelity

Michael Cappiello is an Investment Consultant who focuses on helping clients plan their financial futures based on their specific goals. He provides personalized guidance tailored to each client's unique financial background. Michael combines his professional role with his experience as a father, emphasizing the pursuit of financial peace of mind and the protection of clients' legacies. He has professional experience as a Financial Representative at Fidelity Investments from 2022 to 2025. Michael's personal interests include art, golf, kayaking, parenthood, skiing, and swimming.

Wealth management Parents

Allen D

Series 66

Bantam, CT

Edward Jones

Charitable giving & philanthropy Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Intergenerational Families Divorced

Patrick S

Series 66

Poughquag, NY

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Doctor or Medical Professional Founder/Business Owner

Kimberly B

Series 63

Millbrook, NY

Edward Jones

Retirement income strategy General estate planning guidance Divorce financial planning Wealth management

Celeste B

Series 63, Series 66

Pawling, NY

Fidelity

Celeste Bevilacqua is Vice President and Wealth Planner at Fidelity Investments, a role she has held since 2018. She has two decades of financial experience and specializes in wealth planning, focusing on financial strategies such as income, growth, preservation, and transfer of wealth. Celeste works with clients to develop personalized financial plans that consider the impact of financial decisions on their futures. Prior to her current position, Celeste held various roles in the financial sector, including Financial Consultant at Fidelity Investments, Financial Advisor at Edward Jones, and multiple vice president positions in sales, marketing, and business development at companies such as ING, Global Capital Acquisition, Protective Life, Jefferson National Life, Lincoln Financial, and Allmerica Financial. She began her career as Director of Marketing Services at Monarch Life. Celeste holds a California Insurance License. Outside of her professional work, she has interests in art, biking, cooking and baking, outdoor adventures, theater, and traveling.

Wealth management

Cailyn P

CFP®, Series 63, Series 66

Bantam, CT

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General estate planning guidance Inheritance planning Widow/Widower
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