VP
VP

Vincenzo Palmerino

4 Years of Experience
Westborough, MA
Broker

Vincenzo Palmerino is a registered investment advisor at Cetera Investment Advisers LLC, based in Westborough, MA, with 4 years of industry experience. Vincenzo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1800 West Park Dr Ste 150, Westborough, MA, 01581

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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 Activities

Vincenzo works as a Financial Planning Associate for CCR Wealth Management, a DBA for financial services. This takes about a full-time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
March 2021 - Present · 5 yrs 2 mos
Cetera Advisors LLC
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Cetera Advisors LLC
August 2021 - March 2024 · 2 yrs 7 mos
State Registrations21 states
CACTDEFLILMAMDMEMONCNHNJNYOHORPARISCTXVAWA
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.