Cynthia Vance, financial advisor Buffalo NY
96 score

Cynthia Vance

CRD Number: 1187243
Current Firm: Sii Investments, Inc.

Cynthia Vance (CRD# 1187243) is an Investment Advisor Representative working at Sii Investments, Inc. in Buffalo, NY and has over 23 years of experience in the finance industry. Cynthia Vance has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Steven Elwell, financial advisor Buffalo NY
Steven M. Elwell
CRD# 6041661
Level Financial Advisors, Inc.
Score
103
Similar Advisors
Gregory Ahrens, CFP, ChFC, financial advisor Buffalo NY
Gregory A. Ahrens, CFP, ChFC
CRD# 5386619
Park Avenue Securities LLC
Score
101
Similar Advisors
Joseph Feeley, financial advisor Buffalo NY
Joseph P. Feeley
CRD# 4649710
Linwood Investment Advisors Inc.
Score
101
Professional Designations
Company Name Location Dates Years
Sterling Investment Counsel, LLC Buffalo, NY Mar 2016 - Current < 1
Sii Investments Buffalo, NY Nov 2007 - Current 9
Jensen, Marks, Langer & Vance LLC Buffalo, NY Apr 1997 - Current 19
1717 Capital Management Company Philadelphia, PA Sep 1987 - Nov 2007 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
Contact Info for Cynthia E. Vance
Phone Number: 800-426-5975
Firm Website: http://www.siionline.com
Registered State(s):
  • CA
  • CT
  • DC
  • FL
  • GA
  • IL
  • ME
  • MD
  • MI
  • MO
  • NJ
  • OH
  • OR
  • PA
  • SC
  • UT
  • VA
  • WA
  • NC
By the Numbers
  • Total Assets Under Management
    4,226
    MILLIONS
  • Total Number of Accounts
    30,484
    ACCOUNTS
  • Average Account Value
    $138,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.