Vincent Gerardi is a CFP-designated registered investment advisor at &partners, based in Boca Raton, FL, with 33 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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.
Fee Estimator
Location
2650 North Military Trail, Suite 150, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Employment History
Current Registrations
&partnersBroker
&partners
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Dreyfus Service Corporation
Dreyfus Service CorporationBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Raymond James & Associates, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Securities America, INC.Broker
State Registrations46 states
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
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