Vincent Sbano (CRD# 2616637) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Middletown, RI and has over 28 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 836683
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B. Riley Wealth Management | Boston, MA | Jul 2022 - Current | 1 |
| B. Riley Wealth Advisors | Boston, MA | Mar 2021 - Current | 3 |
| Winslow Wealth Management | Boston, MA | Mar 2020 - Jul 2022 | 2 |
| Winslow, Evans, & Crocker, Inc. | Boston, MA | Nov 2003 - Mar 2021 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1995 |
- MA
- RI
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Total Assets Under Management7,645MILLIONS
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Total Number of Accounts20,038ACCOUNTS
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Average Account Value$381,538
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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