Vincent Bocchinfuso (CRD# 7300561) is an Investment Advisor Representative working at Trueplan Benefit And Retirement Advisors in Rensselaer, NY and has 1 year of experience in the finance industry.
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
CRD# 2853423
Albanyadvisor Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hanys Benefit Services | Rensselaer, NY | Sep 2020 - Current | 3 |
| N.a. Falcone & Associates | Feasterville, PA | Mar 2020 - Sep 2020 | < 1 |
| Benetrends Financial | North Wales, PA | Feb 2018 - Sep 2020 | 2 |
| National Rural Electrical Cooperative Associates | Arlington, VA | Jan 2015 - Mar 2018 | 3 |
| Sherman & Howard, LLC | Denver, CO | May 2010 - Jan 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- NY
- PA
-
Total Assets Under Management3,925MILLIONS
-
Total Number of Accounts105ACCOUNTS
-
Average Account Value$37,380,718
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
NJ, NY, PA
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