VS
CFP
VS
CFP

Vincent Signorile

39 Years of Experience
New York, NY
Broker

Vincent Signorile is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in New York, NY, with 39 years of industry experience. Vincent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

320 Park Avenue, Fl 9, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Raymond James & Associates, INC.
May 2022 - Present · 4 yrs 5 mos
Raymond James & Associates, INC.Broker
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
Janney Montgomery Scott LLC
August 2005 - May 2022 · 16 yrs 9 mos
Janney Montgomery Scott LLCBroker
November 1987 - May 2022 · 34 yrs 6 mos
Marshall Davis, INC.Broker
March 1987 - October 1987 · 7 mos
State Registrations31 states
AZCACOCTDEFLGAIDILKSMAMDMEMIMNMOMTNCNHNJNVNYORPARISCTXVAVTWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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