Vincent Vita
Vincent Vita is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Jericho, NY, with 26 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
333 Jericho Tpke Ste 232, Jericho, NY, 11753
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2012Customer Dispute
April 2006Customer Dispute
November 2004Other Business ActivitiesSells Insurance
Vincent owns multiple real estate properties, some investment-related and some not. He also works as an independent insurance broker for Empire BlueCross BlueShield, NY State of Health Marketplace, and UnitedHealthCare of NY, and owns another business, spending a few hours per week on these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
The Dreyfus Service CorporationBroker
State Registrations18 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.