Bruce Vinion, financial advisor State College PA
83 score

Bruce Vinion

CRD Number: 1908547
Current Firm: United Advisors Services, LLC

Bruce Vinion (CRD# 1908547) is an Investment Advisor Representative working at United Advisors Services, LLC in State College, PA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Services International Corp Edmonds, WA Nov 2016 - Current 1
United Advisors Services State College, PA Nov 2016 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Nov 2016 1
Morgan Stanley Smith Barney State College, PA Jun 2009 - Nov 2016 7
Citigroup Global Markets Inc. State College, PA May 2009 - Jun 2009 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated State College, PA May 1996 - May 2009 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
S65 NASAA Investment Advisors Law Examination Apr 1997
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Bruce E. Vinion
Phone Number: 212-444-2362
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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