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Vincent W. Fishbaugh

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CRD#: 1498665
VF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Vincent William Fishbaugh was a registered financial professional .

Vincent is a previously registered financial professional and started their career in finance in 1986. Vincent had worked at 10 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 8, 2007 - October 27, 2025

STYLETRACK INVESTMENT ADVISORS

RIA
CRD#: 127271
SALT LAKE CITY, UT
Past

March 28, 2005 - January 9, 2007

EDWARD JONES

RIA
CRD#: 250
SALT LAKE CITY, UT
Past

March 24, 2005 - January 9, 2007

EDWARD JONES

BD
CRD#: 250
SALT LAKE CITY, UT
Past

November 3, 2003 - March 24, 2005

ZIONS DIRECT, INC.

RIA
CRD#: 17776
SALT LAKE CITY, UT
Past

October 31, 2003 - March 24, 2005

ZIONS DIRECT, INC.

BD
CRD#: 17776
SALT LAKE CITY, UT
Past

January 1, 2001 - November 4, 2003

KEYBANC CAPITAL MARKETS INC.

RIA
CRD#: 566
SALT LAKE CITY, UT
Past

July 28, 2000 - November 4, 2003

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

July 1, 1999 - August 7, 2000

WELLS FARGO SECURITIES, LLC

BD
CRD#: 7665
SAN FRANCISCO, CA
Past

July 29, 1992 - July 1, 1999

FIRST SECURITY INVESTOR SERVICES, INC.

BD
CRD#: 15515
SALT LAKE CITY, UT
Past

September 4, 1990 - August 6, 1992

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

July 19, 1990 - September 4, 1990

BOETTCHER & COMPANY, INC.

BD
CRD#: 101
Past

February 15, 1988 - August 9, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

May 22, 1986 - February 15, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/2/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SI
STYLETRACK INVESTMENT ADVISORS
ELIZABETH ALI LYDDALL DBA STYLETRACK INVESTMENT ADVISORS | STYLETRACK INVESTMENT ADVISORS, INC. | STYLETRACK INVESTMENT ADVISORS | LYDDALL, ELIZABETH ALI

CRD#: 127271 / SEC#:

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Contact information


Main Address
Murray, UT
Mailing Address
Phone number
(801) 305-1026
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts80
AUM (Assets Under Management)$ 19,157,631

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STYLETRACK INVESTMENT ADVISORS

CRD#: 127271

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