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Vincent Napolitano

10 Years of Experience
Port Jefferson, NY
BrokerSells Insurance

Vincent Napolitano is a registered investment advisor, based in Port Jefferson, NY, with 10 years of industry experience.

Location

1303 Main Street, Port Jefferson, NY, 11777

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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 a financial advisor with Coastline Wealth Management, offering insurance products and managing clients, dedicating about half of his time to this role. He also works full-time as an Enterprise Account Manager for Planisware.

Employment History
Current Registrations
Kestra Investment Services, LLC
May 2021 - Present · 5 yrs 2 mos
Kestra Advisory Services, LLC
May 2021 - Present · 5 yrs 2 mos
Kestra Investment Services, LLCBroker
May 2021 - Present · 5 yrs 2 mos
Previous Registrations
Lincoln Investment
March 2021 - May 2021 · 2 mos
Lincoln InvestmentBroker
January 2017 - May 2021 · 4 yrs 4 mos
Legend Equities CorporationBroker
April 2015 - January 2017 · 1 yr 9 mos
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.