Vincent Sobocinski, financial advisor Cincinnati OH

Vincent Sobocinski

CRD Number: 7191715
Current Firm: Stratos Wealth Advisors LLC

Vincent Sobocinski (CRD# 7191715) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Cincinnati, OH and has over 2 years of experience in the finance industry.

Similar Advisors
Ted Abner, financial advisor Cincinnati OH
Ted J. Abner
CRD# 6208290
Fidelity Personal And Workplace Advisors
Similar Advisors
Phillip Abshire, financial advisor Cincinnati OH
Phillip F. Abshire
CRD# 2667585
Edward Jones
Similar Advisors
Gregory Achten, financial advisor Cincinnati OH
Gregory G. Achten
CRD# 2076400
Ubs Financial Services Inc.
Company Name Location Dates Years
Stratos Wealth Advisors, LLC Cincinnati, OH May 2023 - Current < 1
Novak & Powell Financial Services, Inc. St. Petersburg, FL Jan 2022 - Current 2
Blue Crab Partners, LLC Cicero, IN Mar 2021 - Dec 2021 < 1
Financial Advisor Trainee - Fadp Cincinnati, OH Nov 2019 - Mar 2021 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati, OH Oct 2019 - Mar 2021 1
The Party Source Bellevue, KY Aug 2019 - Oct 2019 < 1
Unemployed Cincinnati, OH Mar 2019 - Aug 2019 < 1
Mubea Inc. Florence, KY Oct 2017 - Mar 2019 1
New Team LLC Cincinnati, OH Jun 2017 - Jul 2018 1
Sp Plus Parking Cincinnati, OH Jul 2016 - Oct 2017 1
Team Enteprises Cincinnati, OH Jun 2017 - Aug 2017 < 1
University Of Cincinnati Cincinnati, OH Sep 2011 - Apr 2017 5
Tesla Inc. Fremont, CA Sep 2015 - Dec 2015 < 1
D.s. Design Company Cincinnati, OH Apr 2014 - Apr 2015 1
Kenwood Mall Valet Service Cincinnati, OH Jan 2014 - Apr 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2021
Contact Info for Vincent E. Sobocinski
Phone Number: (440) 519-2500
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    3,549
    MILLIONS
  • Total Number of Accounts
    12,212
    ACCOUNTS
  • Average Account Value
    $290,650
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.