Vincent Valeriano
Vincent Valeriano is a registered investment advisor at National Wealth Management Group, LLC, based in Las Vegas, NV, with 3 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 9 more. Their firm serves 1,314 clients with $530M 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 | 2.25% |
Maximum annual advisory fee is 2.25%. Fees are negotiable based on account size, complexity, and overall relationship.
Fee Estimator
Location
5550 Painted Mirage RD STE 510, Las Vegas, NV, 89149
Get directionsHistory
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 Activities
Vincent is a disaster assistance response team member for Samaritan's Purse, dedicating no time to this non-investment related activity. He also has 50% ownership in Valeriano & Son LLC, a fee-only RIA, which takes nearly full-time hours.
Employment History
Current Registrations
National Wealth Management Group, LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations2 states
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
More Advisors
- Reynaldo Lucero, CFPStrategic Advisers LLC
- Matteo Hoch, CFPBird Spring Financial LLC
- Devan Wyson, CFPForthright Partnerstm
- Lien Chaing, CFPCogwheel Wealth Management, LLC
- Jordan Naffa, CFPArista Wealth Management, LLC
- Brett Myer, CFASequoia Financial Group, L.L.C.