Vincent J. Fisk
Professional summary
Vincent James Fisk, who also goes by Jamie Fisk, VInce Fisk, is a registered financial advisor currently at ATLAS FINANCIAL ADVISORS, LLC located in Boca Raton, Florida.
Vincent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Vincent has worked at 21 firms and has passed the Series 66, Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 24, Series 53 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Vincent James Fisk's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 10, 2023 - Present
ATLAS FINANCIAL ADVISORS, LLC
Office #1: 4800 T-rex Ave Suite 100, Boca Raton, FL 33431July 16, 2025 - January 6, 2026
ZEUS FINANCIAL, LLC
September 15, 2014 - November 15, 2022
SECUREVEST FINANCIAL GROUP
September 18, 2006 - September 15, 2014
NEWBRIDGE SECURITIES CORPORATION
May 1, 2001 - September 20, 2006
JVB FINANCIAL GROUP, LLC
July 31, 2000 - April 23, 2001
IBIS SECURITIES, LLC
February 9, 1999 - July 5, 2000
JOSEPH CHARLES & ASSOC., INC.
May 22, 1997 - October 3, 1997
FIRST EMPIRE SECURITIES, INC.
December 20, 1995 - November 5, 1996
SUNCOAST CAPITAL GROUP, LTD.
November 1, 1995 - January 19, 1996
MEYERS POLLOCK ROBBINS, INC.
July 7, 1995 - November 15, 1995
GMS GROUP
March 8, 1991 - March 13, 1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
March 8, 1991 - March 13, 1991
EQUITABLE ADVISORS, LLC
March 8, 1991 - August 3, 1994
LEHWALD, OROSEY & PEPE INCORPORATED
March 9, 1990 - February 5, 1991
MORGAN STANLEY DW INC.
December 21, 1988 - March 13, 1990
WESTCAP SECURITIES, L.P.
December 21, 1988 - March 13, 1990
WESTCAP GOVERNMENT SECURITIES, INC.
July 18, 1988 - December 23, 1988
LEHWALD, OROSEY & PEPE INCORPORATED
January 4, 1988 - July 21, 1988
FIRST STATE INVESTMENTS, INC.
June 8, 1987 - January 11, 1988
FIRST INVESTMENT SECURITIES, INC.
March 31, 1987 - June 18, 1987
TMA GOVERNMENT SECURITIES, LTD.
March 24, 1986 - April 6, 1987
FIRST INVESTMENT SECURITIES, INC.
October 24, 1985 - April 1, 1986
F.D. ROBERTS SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/10/2023)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationCurrent Firm
ATLAS FINANCIAL ADVISORS, LLC
CRD#: 285580 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 106 |
| AUM (Assets Under Management) | $ 64,044,159 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/30/2023 |
Red Flags
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