JV
CFP
JV
CFP

John Vento

12 Years of Experience
Staten Island, NY
BrokerSells Insurance

John Vento is a CFP-designated registered investment advisor, based in Staten Island, NY, with 12 years of industry experience.

Location

Staten Island, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

John is a Vice President at a CPA firm, prepares tax returns, and manages accounting staff, dedicating full-time hours to this. He also holds real estate, manages a practice management company, and is an insurance agent able to secure certain types of insurance for clients, spending minimal time on these activities.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
August 2021 - September 2025 · 4 yrs 1 mo
Avantax Investment Services, INC.Broker
August 2017 - September 2025 · 8 yrs 1 mo
Hd Vest Investment ServicesBroker
August 2011 - September 2015 · 4 yrs 1 mo
State Registrations1 state
NY
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.