Vito Petriello (CRD# 2756507) is an Investment Advisor Representative working at Td Private Client Wealth LLC in New York, NY and has over 27 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Private Client Wealth LLC | New York, NY | Jan 2023 - Current | 1 |
| Td Bank N.a. | New York, NY | Jan 2023 - Current | 1 |
| Allstate Insurance Co | White Plains, NY | May 2020 - Jan 2023 | 2 |
| Axa Advisors, LLC | New York, NY | May 2019 - May 2020 | 1 |
| Allstate Insurance Co | White Plains, NY | Nov 2017 - Apr 2019 | 1 |
| Allstate Financial Services | White Plains, NY | Nov 2017 - Apr 2019 | 1 |
| Allstate Financial Advisors | White Plains, NY | Nov 2017 - Apr 2019 | 1 |
| Hd Vest Investment Services | Tuckahoe, NY | Sep 2017 - Dec 2017 | < 1 |
| Hd Vest Advisory Services | Tuckahoe, NY | Sep 2017 - Dec 2017 | < 1 |
| Hd Vest Insurance Agency, Inc. | Irving, TX | Sep 2017 - Dec 2017 | < 1 |
| Unemployed | Tuckahoe, NY | Jun 2017 - Sep 2017 | < 1 |
| Mml Investors Services | Tarrytown, NY | Sep 2016 - Jun 2017 | < 1 |
| Mass Mutual Life Insurance Company | Tarrytown, NY | Jun 2016 - Jun 2017 | 1 |
| Unemployed | Tuckahoe, NY | Jan 2016 - Jun 2017 | 1 |
| H & R Block | Mount Vernon, NY | Dec 2008 - Jan 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- CT
- NJ
- NY
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Total Assets Under Management12,265MILLIONS
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Total Number of Accounts16,422ACCOUNTS
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Average Account Value$746,855
- A percentage of assets under your management
- 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)
- Publication of periodicals or newsletters
- 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
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