Vincent Panizzi (CRD# 5954916) is an Investment Advisor Representative working at Mainstay Capital Management, LLC in Grand Blanc, MI and has over 11 years of experience in the finance industry. Vincent Panizzi 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.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 6049892
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisors Capital Management, LLC | Ridgewood, NJ | May 2022 - Current | 1 |
| Mainstay Capital Management, LLC | Grand Blanc, MI | May 2018 - May 2022 | 4 |
| Sequoia Financial Advisors, LLC | Akron, OH | Mar 2016 - Mar 2018 | 2 |
| Ghd Wealth Management, LLC | St. Clair Shores, MI | Jul 2015 - Mar 2018 | 2 |
| Unemployed | Grosse Pointe Park, MI | Dec 2014 - Jun 2015 | < 1 |
| Bank Of America, N.a. | Bloomfield Hills, MI | Aug 2012 - Nov 2014 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills, MI | Jul 2011 - Nov 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management3,901MILLIONS
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Total Number of Accounts3,500ACCOUNTS
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Average Account Value$1,114,640
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