VD
VD
Vincent Distefano
28 Years of Experience
Orchard Park, NY
1 DisclosureMay Earn Commission
Vincent Distefano is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Orchard Park, NY, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
Orchard Park, NY
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2000Settled
Other Business Activities
Vincent is the sole owner and president of Ancile Advisors, LLC, a support company. He dedicates minimal time to this business, both overall and during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
December 2020 - July 2022 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2004 - December 2020 · 16 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1998 - December 2020 · 22 yrs 7 mos
Delta Equity Services CorporationBroker
February 1998 - May 1998 · 3 mos
State Registrations2 states
NYTX
Advisor
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Exams
No exam information available for this advisor.