Vincent Spaniolo (CRD# 3052815) is an Investment Advisor Representative working at Eagle Strategies LLC in Grand Rapids, MI and has over 25 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| New York Life Insurance Co | Grand Rapids, MI | Mar 2015 - Current | 9 |
| Eagle Stratregies LLC | Grand Rapids, MI | Dec 2009 - Current | 14 |
| Nylife Securities LLC | Grand Rapids, MI | Dec 1998 - Current | 25 |
| New York Life Insurance | Grand Rapids, MI | Sep 2007 - Mar 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1998 |
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.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
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