Vincenzo Cesare
Vincenzo Cesare is a registered investment advisor at Equitable Advisors, LLC, based in Mineola, NY, with 31 years of industry experience. Vincenzo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
285 Jericho Turnpike, 2nd Floor, Mineola, NY, 11501
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2003Other Business ActivitiesSells Insurance
Vincenzo is involved in several outside business activities, including health insurance, rental property management, serving as a cotrustee and executor, and acting as a board member for Societa Concordia Partanna, Inc. He also works as a realtor for personal and family use, is the Master of the Masonic Lodge, and is involved with ASHAR Group Life Settlements.
Employment History
Current Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Previous Registrations
Bishop, Rosen & CO., INC.Broker
Continental Broker-Dealer CORP.Broker
The Hamilton-Shea Group, INC.Broker
Landmark International EquitiesBroker
Euro-Atlantic Securities INC.Broker
Marlowe & CompanyBroker
Continental Broker-Dealer CORP.Broker
State Registrations21 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.