VM
Vincent Munno
SIMPLICITY WEALTH
Clearwater, FL 33770
Some features on this profile are disabled
CRD#: 1346702
VM
Professional summary
Vincent Munno, CFP® is a registered financial advisor currently at SIMPLICITY WEALTH located in Clearwater, Florida and THE LEADERS GROUP, INC. located in Summit, New Jersey.
Vincent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Vincent has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
UNIVERSAL FINANCIAL CONSULTANTS - 1/1/1991 - 1499 Gulf-to-Bay, Suite 100, Clearwater, FL 33755 - President, Wholesale of fixed insurance products to independent insurance agents, Not Invt Rel, Insurance business, 150 hrs/mo; 150 hrs/mo during trading hours. BROKER INSURANCE MARKETING dba IDA OF FL - 1/1/1995 - 1499 Gulf-to-Bay, Suite 100, Clearwater, FL 33755 - President, Wholesale of fixed insurance products to independent insurance agents, Not Invt Rel, Insurance business, 150 hrs/mo; 150 hrs/mo during trading hours The Leaders Group, 08/2023, 26 west dry creek cir suite 800 Littleton CO 80120, Registrered rep, Investement related-Number if hours/month 0-Registered rep Vivo Apts LongmontLLC-Not invt rel-2260 E imperial hwy suite 700 El segundo CA 90245-Rental property- Partner-4/2021-appx no. of hours/month you devote to the other business-0, rental property Vivo Living Wilmington LLC-Not invt rel-2260 E imperial hwy suite 700 El segundo CA 90245-Rental property-Partner-12/2021-appx no. of hours/month you devote to the other business-0, rental property Vivo Apts Greenville LLC-Not invt rel2260 E imperial hwy suite 700 El segundo CA 90245-Rental property-Partner-7/2021-appx no. of hours/month you devote to the other business-0, rental property Vivo Living Kissimmee LLC-Not invt rel-2260 E imperial hwy suite 700 El segundo CA 90245-Rental property-Partner-9/2021-appx no. of hours/month you devote to the other business-0, rental property Vivo Apts Omaha LLC-Not invt rel-2260 E imperial hwy suite 700 El segundo CA 90245-Rental property-Partner-05/2021-appx no. of hours/month you devote to the other business-0, rental property Vivo Living Willowbrook LLC-Not invt rel-2260 E imperial hwy suite 700 El segundo CA 90245-Rental property-Partner-12/2021-appx no. of hours/month you devote to the other business-0, rental property Vivo Apts Owner-Not invt rel- New Braunfels LLC-2260 E Imperial hwy suite 700 El segundo CA 90245-Rental property-Partner-4/2021-appx no.of hours/month you devote to the other business-0, rental property Decatur CHC LP Equity LLC-not invt rel-2040 Bosyon Rd Ste 20 Wilbraham MA 01095-Partner-4/2021-appx no. of hours/month you devote to the other business-0, rental property Fulton F7F high St LLC-not invt related-817 Hillsborough St Ste F104 Raleigh NC 27603-Partner-10/2021-appx no of hours/month you devote to the other business-0, rental property Petersburg Place Investors LLC-not invt rel-245 W Main Ave Gastonia NC 28052-Partner-2/2020-appx no of hours/month you devote to the other business-0, rental property Shipyard Wilmington Investors LLC-not invt rel-245 W Main Ave Gastonia NC 28052-Partner-2/2020-appx no of hours/month you devote to the other business-0, rental property Cow Boston Senior Living LLC-not invt rel-2002 Coffee pot Blvd St Petersburg FL 33704-11/2022-Partner-appx no of hours/month you devote to the other business-0, rental property Cow Granbury Senior Living LLC-not invt rel-2002 Coffee pot Blvd St Petersburg FL 33704-11/2022-Partner-appx no of hours/month you devote to the other business-0, rental propertyTara Hills Knoxville Investors LLC-not invt related-245 W main Ave Gastonia NC 28052-05/2019-Partner-appx no of hours/month you devote to the other business-0, rental property 1499 Gulf LLC-1499 Gulf To Bay Blvd CLearwater FL-not invt rel-11/2020-Owner/Partner-appx number of hours/week you devote to the other business-10, rental property VC Realty LLC-308 harborview rd Largo FL 33770-12/2023-not invt rel-Owner/Partner-appx number of hours/month you devote to the other business-0, rental property Sushine on Ulmerton-9475 Ulmerton rd Largo FL 33771-12/2023-not invt rel-Owner-appx number of hours/month you devote hrs/week-7 carwash Sunshine on Crt-1175 Court st Clearwater FL 33756-8/2024-Owner-not Invt rel-appx number of hours/month you devote hrs/week-7-carwash Sunshine on MIssouri-1430sMissouri Ave Clearwater FL 33756-Owner-not Invt rel-appx number of hours/month you devote hrs/week-7-carwash
CRS (Client Relationship Summary) - RIA
Click below to view Vincent Munno's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1997
Experience
Current
November 14, 2024 - Present
SIMPLICITY WEALTH
Office #1: 1499 Gulf To Bay Blvd, Clearwater, FL 33770RIA
CRD#: 300572
Clearwater, FL
Current
August 31, 2023 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901BD
CRD#: 37157
SUMMIT, NJ
Past
November 2, 2021 - September 6, 2023
MUTUAL TRUST ASSET MGMT., INC.
RIA
CRD#: 121364
St. Petersburg, FL
Past
January 2, 2015 - December 31, 2015
THE LEADERS GROUP, INC.
BD
CRD#: 37157
Clearwater, FL
Past
January 1, 2004 - August 16, 2010
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
CLEARWATER, FL
Past
August 15, 2002 - January 1, 2004
LOCUST STREET SECURITIES, INC.
BD
CRD#: 1703
DES MOINES, IA
Past
December 3, 1990 - September 6, 2023
MUTUAL TRUST COMPANY OF AMERICA SECURITIES
BD
CRD#: 8494
Clearwater, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SIMPLICITY WEALTH
1ST CHOICE WEALTH | ZARA FINANCIAL GROUP | YAMAN FINANCIAL GROUP | WGD WEALTH MANAGEMENT | WEALTH FOR LIFE | WARD & ASSOCIATES FINANCIAL GROUP | WARD & ASSOCIATES | VOGEL RETIREMENT SOLUTIONS | VISION7 ADVISORY | VELTEN WATERHOUSE ADVISORS | VANTAGE FINANCIAL GROUP | UFC WEALTH | TUCKER FINANCIAL SERVICES | TRIUMPH PLANNING SOLUTIONS LLC | THE WHISLER AGENCY | THE RETIREMENT STRATEGIES | THE CORE FINANCIAL GROUP | THE BINNACLE GROUP | TAYLOR WEALTH AND INSURANCE | TAYLOR WEALTH & INSURANCE | SUMMIT WEALTH DESIGNS | STEWARD FINANCIAL SERVICES | STAYRETIRED WEALTH | SIMPLICITY WEALTH LLC | SIMPLICITY WEALTH | SIMPLICITY SOLUTIONS | SILVER SUMMIT FINANCIAL | SIAMO ADVISORS | SERENITY WEALTH | SENIOR TAX ADVISORY GROUP | SAWTOOTH WEALTH ADVISORS | SAGE FINANCIAL | ROSELAND RETIREMENT PLANNING | ROSELAND | RHOADS AGENCY | RETIREMENT STRATEGIES GROUP | RETIRE PRO | RELIANT WEALTH MANAGEMENT | REABURN CAPITAL | PROTECTIVE WEALTH STRATEGIES | PROTECTED TOMORROWS | PRESTIGE FINANCIAL ADVISORS | PRESTIGE FINANCIAL | PRESERVATION WEALTH CONSULTANTS | PRECISE CAPITAL | PERSONAL ECONOMICS | PEACE OF MIND FINANCE | NORTHLAND FINANCIAL | NORTH AMERICAN FINANCIAL SERVICES | MONETA WEALTH MANAGEMENT | MKH FINANCIAL SERVICES | MERIDIAN WEALTH | MALARIK FINANCIAL SERVICES | MAH FINANCIAL SERVICES | LRM RETIREMENT | LANGFORD WEALTH MANAGEMENT | LAKEVIEW FINANCIAL SOLUTIONS | LAKES FINANCIAL | KRUEGER WEALTH | KING FINANCIAL SERVICES | JUNIPER WEALTH MANAGEMENT | JCHRISTOPHER ADVISORS | INDEPENDENT TRUST WEALTH MANAGEMENT | HUX CAPITAL MANAGEMENT | HOFFMAN WEALTH MANAGEMENT | HINES WEALTH MANAGEMENT | HERMANN FINANCIAL GROUP | HELP PROTECT AND GROW | HEADSAIL FINANCIAL | HATHAWAY INVESTMENTS | H AND W FINANCIAL SERVICES | GUARDIAN WEALTH MANAGEMENT | GREENEFI WEALTH STRATEGIES | GREEN WEALTH MANAGEMENT | GRANITE ROCK WEALTH MANAGEMENT | FRONT PAGE FINANCIAL ADVISORS | FREEDOM WEALTH SERVICES | FREEDOM WEALTH | FRANKLIN HENLEY FINANCIAL | FIRSTFRUITS ASSET MANAGEMENT | FIRST INCOME ADVISORS | FIRST FRUIT ASSET MANAGEMENT | FINANCIAL SECURITY MANAGEMENT AGENCY | FDL FINANCIAL | FAMILY WEALTH AND VESTUS | EXPERITY WEALTH | EVERGREEN RETIREMENT SOLUTIONS | EPERSONAL FINANCIAL | ELITE FINANCIAL PLANNING SERVICES LLC | DREAMCAP INVESTMENTS | DREAM CAP INVESTMENTS | DIVERSIFIED RETIREMENT AND WEALTH | DIAMOND LIFE PLANNING | DAK FINANCIAL GROUP | CREATIVE RETIREMENT PLANNING | CONCEIRGE FINANCIAL | COMMONWEALTH GUARDIANS | CLEAR VISION PLANNING | CHEVALIER WEALTH AND ASSOCIATES | CATHURES WEALTH | CAPSTONE FINANCIAL ASSOCIATES | CAPITAL PLANNING LLC | BTL TAX AND FINANCIAL | BROWNSTONE FINANCIAL GROUP | BRIGHTPATH FINANCIAL | BRETT REID WEALTH | BLUEROCK FINANCIAL MANAGEMENT | BEST INTEREST WEALTH PLANNING | BERGEN FINANCIAL GROUP | BEACON ASSOCIATES | BAYOU CITY FINANCIAL ADVISORS | BANKSTON WEALTH MANAGEMENT | AUGUST H VELTEN & ASSOCIATES | APTUS WEALTH MANAGEMENT | ALWAYS HELPING WM | ABUNDANT LIVING FINANCIAL SERVICES | ABRAMS INSURANCE SOLUTIONS
CRD#: 300572 / SEC#: 801-114798
RIA
Registered Investment Advisory firm - (3/11/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(8/31/2023)
RR
Connecticut(8/31/2023)
IAR
Florida(11/14/2024)
RR
Florida(2/3/2025)
RR
Nevada(8/31/2023)
RR
Utah(8/31/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SIMPLICITY WEALTH
1ST CHOICE WEALTH | ZARA FINANCIAL GROUP | YAMAN FINANCIAL GROUP | WGD WEALTH MANAGEMENT | WEALTH FOR LIFE | WARD & ASSOCIATES FINANCIAL GROUP | WARD & ASSOCIATES | VOGEL RETIREMENT SOLUTIONS | VISION7 ADVISORY | VELTEN WATERHOUSE ADVISORS | VANTAGE FINANCIAL GROUP | UFC WEALTH | TUCKER FINANCIAL SERVICES | TRIUMPH PLANNING SOLUTIONS LLC | THE WHISLER AGENCY | THE RETIREMENT STRATEGIES | THE CORE FINANCIAL GROUP | THE BINNACLE GROUP | TAYLOR WEALTH AND INSURANCE | TAYLOR WEALTH & INSURANCE | SUMMIT WEALTH DESIGNS | STEWARD FINANCIAL SERVICES | STAYRETIRED WEALTH | SIMPLICITY WEALTH LLC | SIMPLICITY WEALTH | SIMPLICITY SOLUTIONS | SILVER SUMMIT FINANCIAL | SIAMO ADVISORS | SERENITY WEALTH | SENIOR TAX ADVISORY GROUP | SAWTOOTH WEALTH ADVISORS | SAGE FINANCIAL | ROSELAND RETIREMENT PLANNING | ROSELAND | RHOADS AGENCY | RETIREMENT STRATEGIES GROUP | RETIRE PRO | RELIANT WEALTH MANAGEMENT | REABURN CAPITAL | PROTECTIVE WEALTH STRATEGIES | PROTECTED TOMORROWS | PRESTIGE FINANCIAL ADVISORS | PRESTIGE FINANCIAL | PRESERVATION WEALTH CONSULTANTS | PRECISE CAPITAL | PERSONAL ECONOMICS | PEACE OF MIND FINANCE | NORTHLAND FINANCIAL | NORTH AMERICAN FINANCIAL SERVICES | MONETA WEALTH MANAGEMENT | MKH FINANCIAL SERVICES | MERIDIAN WEALTH | MALARIK FINANCIAL SERVICES | MAH FINANCIAL SERVICES | LRM RETIREMENT | LANGFORD WEALTH MANAGEMENT | LAKEVIEW FINANCIAL SOLUTIONS | LAKES FINANCIAL | KRUEGER WEALTH | KING FINANCIAL SERVICES | JUNIPER WEALTH MANAGEMENT | JCHRISTOPHER ADVISORS | INDEPENDENT TRUST WEALTH MANAGEMENT | HUX CAPITAL MANAGEMENT | HOFFMAN WEALTH MANAGEMENT | HINES WEALTH MANAGEMENT | HERMANN FINANCIAL GROUP | HELP PROTECT AND GROW | HEADSAIL FINANCIAL | HATHAWAY INVESTMENTS | H AND W FINANCIAL SERVICES | GUARDIAN WEALTH MANAGEMENT | GREENEFI WEALTH STRATEGIES | GREEN WEALTH MANAGEMENT | GRANITE ROCK WEALTH MANAGEMENT | FRONT PAGE FINANCIAL ADVISORS | FREEDOM WEALTH SERVICES | FREEDOM WEALTH | FRANKLIN HENLEY FINANCIAL | FIRSTFRUITS ASSET MANAGEMENT | FIRST INCOME ADVISORS | FIRST FRUIT ASSET MANAGEMENT | FINANCIAL SECURITY MANAGEMENT AGENCY | FDL FINANCIAL | FAMILY WEALTH AND VESTUS | EXPERITY WEALTH | EVERGREEN RETIREMENT SOLUTIONS | EPERSONAL FINANCIAL | ELITE FINANCIAL PLANNING SERVICES LLC | DREAMCAP INVESTMENTS | DREAM CAP INVESTMENTS | DIVERSIFIED RETIREMENT AND WEALTH | DIAMOND LIFE PLANNING | DAK FINANCIAL GROUP | CREATIVE RETIREMENT PLANNING | CONCEIRGE FINANCIAL | COMMONWEALTH GUARDIANS | CLEAR VISION PLANNING | CHEVALIER WEALTH AND ASSOCIATES | CATHURES WEALTH | CAPSTONE FINANCIAL ASSOCIATES | CAPITAL PLANNING LLC | BTL TAX AND FINANCIAL | BROWNSTONE FINANCIAL GROUP | BRIGHTPATH FINANCIAL | BRETT REID WEALTH | BLUEROCK FINANCIAL MANAGEMENT | BEST INTEREST WEALTH PLANNING | BERGEN FINANCIAL GROUP | BEACON ASSOCIATES | BAYOU CITY FINANCIAL ADVISORS | BANKSTON WEALTH MANAGEMENT | AUGUST H VELTEN & ASSOCIATES | APTUS WEALTH MANAGEMENT | ALWAYS HELPING WM | ABUNDANT LIVING FINANCIAL SERVICES | ABRAMS INSURANCE SOLUTIONS
CRD#: 300572 / SEC#: 801-114798
RIA
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Contact information
Main Address
475 Springfield Ave. Suite #1, Summit, NJ 07901
Mailing Address
Phone number
(844) 220-8326
Established
Firm type
Fiscal year end
# of Employees
242
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,573 |
| AUM (Assets Under Management) | $ 3,598,410,848 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SIMPLICITY WEALTH
CRD#: 300572Clearwater, FL 33770TRUST BUT VERIFY
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