Vincent Dallo
Vincent Dallo is a ChFC-designated registered investment advisor at Belpointe Asset Management LLC, based in Rochester, NY, with 20 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 7,604 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Advisory fees are negotiable and can be structured as a flat fee, fixed rate percentage, linear fee percentage, or tiered fee percentage, up to a maximum annual rate of 2.50%.
Fee Estimator
Location
150 Allens Creek Rd., Suite 250, Rochester, NY, 14618
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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.
Learn about disclosures →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
Belpointe Asset Management LLC
Previous Registrations
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Cetera Investment Advisers LLC
Bright Futures Wealth Management, LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.
Exams
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