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Vincent Feijoo

Commonwealth Financial Network
26 Years of Experience
Southington, CT
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Vincent Feijoo is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Southington, CT, with 26 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

31 Liberty Street, Suite #207, Southington, CT, 06489

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2009
Denied
Criminal
November 1990
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Vincent sells fixed insurance products, dedicating minimal time to this activity. He is also a co-owner of FS Financial, LLC, which facilitates securities, advisory, and insurance business, taking up all of Vincent's time.

Employment History
Current Registrations
Commonwealth Financial NetworkBroker
April 2021 - Present · 5 yrs 6 mos
Commonwealth Financial Network
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2009 - April 2021 · 12 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
March 2009 - April 2021 · 12 yrs 1 mo
Banc of America Investment Services, INC.Broker
October 2004 - March 2009 · 4 yrs 5 mos
Banc of America Investment Services, INC.
October 2004 - March 2009 · 4 yrs 5 mos
Quick & Reilly, INC.
November 2002 - October 2004 · 1 yr 11 mos
Quick & Reilly, INC.Broker
September 2000 - October 2004 · 4 yrs 1 mo
Fis Securities, INC.Broker
July 2000 - September 2000 · 2 mos
State Registrations13 states
AZCACTFLMANCNHNYRISCTXVAVT
AdvisorBrokerBoth

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
No exam information available for this advisor.
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