Vincent Saccone (CRD# 1095851) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 40 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Guardian Life Insurance Company | Needham, MA | Dec 2019 - Current | 4 |
Park Avenue Securities | Needham, MA | Dec 2019 - Current | 4 |
Guardian Life Insurance | Rockland, MA | Jan 2017 - Dec 2019 | 2 |
Park Avenue Securities LLC | Rockland, MA | Jan 2017 - Dec 2019 | 2 |
Guardian Life Insurance | Needham, MA | Oct 2016 - Dec 2016 | < 1 |
Park Avenue Securities | Needham, MA | Oct 2016 - Dec 2016 | < 1 |
Guardian Life Insurance Co Of America | Rockland, MA | Oct 2009 - Oct 2016 | 7 |
Park Avenue Securities LLC | Rockland, MA | Oct 2009 - Oct 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1983 |
S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- MA
- NH
- PA
-
Total Assets Under Management11,882MILLIONS
-
Total Number of Accounts62,811ACCOUNTS
-
Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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