Vincent Giuliano, financial advisor Windsor CT
93 score

Vincent Giuliano

CRD Number: 4477404
Current Firm: Voya Financial Advisors, Inc.

Vincent Giuliano (CRD# 4477404) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Windsor, CT and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Windsor, CT Sep 2014 - Current 2
Voya Financial Advisors Windsor, CT Sep 2014 - Current 2
Ing Financial Partners, Inc. Windsor, CT Jan 2011 - Sep 2014 3
Ing Windsor, CT Mar 2010 - Sep 2014 4
Ing Financial Advisers, LLC Windsor, CT Mar 2010 - Jan 2011 < 1
Unemployed Cromwell, CT Jun 2009 - Mar 2010 < 1
Pfg Distribution Company Hartford, CT Feb 2009 - Jun 2009 < 1
Phoenix Equity Planning Corp Hartford, CT Oct 2007 - Apr 2009 1
Phoenix Hartford, CT Sep 2007 - Apr 2009 1
Ing Hartford, CT Jul 2007 - Sep 2007 < 1
Ing Financial Advisers LLC Hartford, CT Jul 2007 - Sep 2007 < 1
Metlife Investors Distribution Company Irvine, CA Apr 2006 - May 2007 1
Tower Square Securities Inc. Hartford, CT Nov 2001 - May 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Vincent S. Giuliano
Phone Number: 1-800-356-2906
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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