VD
ChFC
VD
ChFC

Vincent Dallo

19 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
8,671 clients
Average Client Portfolio
$234K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
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Location

1630 Empire Blvd, Suite 100, Webster, NY, 14580

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Vincent is an Investment Advisory Representative at Bright Futures Wealth Management, LLC, and an insurance agent selling various insurance products. He also works as a Financial Professional for Kappan Financial LLC, is President of NAIFA New York, and a Trustee at Chili Public Library.

Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
November 2025 - Present · 3 mos
Silver Oak Securities, INC.
November 2025 - Present · 3 mos
Bright Futures Wealth Management, LLC
February 2024 - Present · 2 yrs
Previous Registrations
Cetera Investment Advisers LLC
March 2024 - November 2025 · 1 yr 8 mos
Cetera Advisors LLCBroker
February 2024 - November 2025 · 1 yr 9 mos
Cetera Advisors LLC
February 2024 - March 2024 · 1 mo
Eagle Strategies LLC
October 2020 - February 2024 · 3 yrs 4 mos
Nylife Securities LLCBroker
August 2010 - February 2024 · 13 yrs 6 mos
Metlife Securities INC.Broker
December 2005 - July 2010 · 4 yrs 7 mos
Metropolitan Life Insurance CompanyBroker
December 2005 - July 2007 · 1 yr 7 mos
State Registrations11 states
FLGAKYMDNCNJNYSCTNTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.