Vincent Cuomo
Vincent Cuomo is a registered investment advisor at Pursuit Wealth Managment LLC, based in Palm Beach Gardens, FL, with 11 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 130 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pursuit Wealth Management offers investment and wealth management services for an annual fee based on the value of your portfolio. The maximum annual advisory fee is 1.75%. The fee schedule may be based on cumulative household assets under management.
Location
4500 Pga Boulevard, Suit 304A, Palm Beach Gardens, FL, 33418
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Regulatory History
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.
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Vincent is the Chairman of the Florida Bar Foundation Investment Committee since June 2022, and a board member of the Florida Bar Advertising Committee since June 2021. He also serves as a member of The Florida Bar Unlicensed Practice of Law Committee since June 2023; each of these roles requires minimal time.
Employment History
Current Registrations
Pursuit Wealth Managment LLC
Previous Registrations
Mbsc Securities Corporation
Morgan Keegan & Company, INC.
Merrill Lynch Pierce Fenner & Smith INC.
Morgan Stanley
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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.