Vincent Vicario, financial advisor Temple Terrace FL

Vincent Vicario

CRD Number: 6104925
Current Firm: Morgan Stanley

Vincent Vicario (CRD# 6104925) is an Investment Advisor Representative working at Morgan Stanley in Temple Terrace, FL and has over 8 years of experience in the finance industry.

Similar Advisors
Kevin Arquette, financial advisor Temple Terrace FL
Kevin M. Arquette
CRD# 3229164
Commonwealth Financial Network
Similar Advisors
Douglas Wilkinson, financial advisor Temple Terrace FL
Douglas E. Wilkinson
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Carl von dem Bussche, Sr., financial advisor Temple Terrace FL
Carl F. von dem Bussche, Sr.
CRD# 843581
Financial Guidance Group, Inc.
Company Name Location Dates Years
Morgan Stanley Temple Terrace, FL Jan 2024 - Current < 1
Morgan Stanley Sandy, UT Mar 2023 - Jan 2024 < 1
E*trade Capital Management LLC Sandy, UT Dec 2020 - Jan 2024 3
E*trade Securities LLC Sandy, UT Nov 2020 - Jan 2024 3
E*trade Capital Management LLC Sandy, UT Oct 2020 - Dec 2020 < 1
E*trade Securities LLC Sandy, UT Oct 2020 - Nov 2020 < 1
Santander Bank, Na Boston, MA Apr 2019 - Oct 2020 1
Santander Securities, LLC Dorchester, MA Apr 2019 - Oct 2020 1
Unemployed Narrangansett, RI Jan 2019 - Apr 2019 < 1
Euclid Wealth Management Rumford, RI Aug 2018 - Dec 2018 < 1
Bank Of America/merrill Lynch, Pierce, Fenner & Smith Inc. Lincoln, RI Jan 2015 - Aug 2018 3
Suffolk University Boston, MA Sep 2013 - Dec 2014 1
Specialty Grating Cheese Cranston, RI Sep 2010 - Sep 2014 4
Aerotek Providence, RI Jul 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2015
S66 NASAA Uniform Combined State Law Examination Dec 2017
Contact Info for Vincent R. Vicario
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • GA
  • RI
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, 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.