Vincent Capone is a registered investment advisor, based in Blue Bell, PA, with 3 years of industry experience.
Location
3 Valley Square, Suite 110, Blue Bell, PA, 19422
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Vincent works as a Jr. Advisor for IM Wealth Partners Inc, assisting Ian Meierdiercks and his clients with investments and insurance. This activity takes nearly full-time hours.
Employment History
Current Registrations
Stonex Securities INC.Broker
April 2025 - Present · 1 yr 5 mos
Stonex Advisors INC.
April 2025 - Present · 1 yr 5 mos
Previous Registrations
Morgan Stanley
May 2022 - July 2024 · 2 yrs 2 mos
Morgan StanleyBroker
March 2022 - July 2024 · 2 yrs 4 mos
State Registrations1 state
PA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.