Vincent Sobocinski (CRD# 7191715) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Cincinnati, OH and has over 3 years of experience in the finance industry.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
CRD# 2076400
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Stratos Wealth Advisors, LLC | Cincinnati, OH | May 2023 - Current | < 1 |
Novak & Powell Financial Services, Inc. | St. Petersburg, FL | Jan 2022 - Current | 2 |
Blue Crab Partners, LLC | Cicero, IN | Mar 2021 - Dec 2021 | < 1 |
Financial Advisor Trainee - Fadp | Cincinnati, OH | Nov 2019 - Mar 2021 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati, OH | Oct 2019 - Mar 2021 | 1 |
The Party Source | Bellevue, KY | Aug 2019 - Oct 2019 | < 1 |
Unemployed | Cincinnati, OH | Mar 2019 - Aug 2019 | < 1 |
Mubea Inc. | Florence, KY | Oct 2017 - Mar 2019 | 1 |
New Team LLC | Cincinnati, OH | Jun 2017 - Jul 2018 | 1 |
Sp Plus Parking | Cincinnati, OH | Jul 2016 - Oct 2017 | 1 |
Team Enteprises | Cincinnati, OH | Jun 2017 - Aug 2017 | < 1 |
University Of Cincinnati | Cincinnati, OH | Sep 2011 - Apr 2017 | 5 |
Tesla Inc. | Fremont, CA | Sep 2015 - Dec 2015 | < 1 |
D.s. Design Company | Cincinnati, OH | Apr 2014 - Apr 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- OH
-
Total Assets Under Management4,215MILLIONS
-
Total Number of Accounts12,529ACCOUNTS
-
Average Account Value$336,408
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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, WY
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 derived from SEC.gov data covering 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.
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.