VG
VG

Vincent Giarrocco

2 Years of Experience
North Wales, PA

Vincent Giarrocco is a registered investment advisor at Cetera Investment Advisers LLC, based in North Wales, PA, with 2 years of industry experience. Vincent 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

118 Dickerson Road, Suite A, North Wales, PA, 19454

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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 Activities

Vincent is a sole proprietor providing tax preparation, bookkeeping, tax planning, consultation, and business planning services since 2018. This takes nearly full-time, with about half of his time dedicated to securities trading.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
June 2023 - September 2025 · 2 yrs 3 mos
State Registrations1 state
PA
Advisor

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.
Vincent Giarrocco - Financial Advisor | TrueAdvisor