Vincent William Butkevits Iii
Professional Summary
Vincent William Butkevits III, who also goes by VIncent William Butkevits, is a registered financial advisor currently at ATLAS FINANCIAL ADVISORS, LLC located in Boca Raton, Florida and ZEUS FINANCIAL, LLC located in Boca Raton, Florida. Vincent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Vincent has worked at 9 firms and has passed the Series 66, Series 63, Series 79TO, SIE, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Vincent William Butkevits
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
38 years in the financial services industry
Current & Past Employments
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Current Firm
ATLAS FINANCIAL ADVISORS, LLC | BROADBILL ADVISORS, LLC
Contact Information
Main Address
4800 T-rex Ave Suite 100, Boca Raton, FL 33431Phone Number
(561) 717-9039# of Employees
5Documents
Regulatory Assets Under Management
Total Number of Accounts
122AUM (Assets Under Management)
$69,682,247Similar Advisors
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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.
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State Registrations and Notice Filings
(3/2/2018)
(3/8/2018)
(2/8/2018)
(3/1/2018)
(4/25/2018)
(1/12/2017)
(4/27/2022)
(1/9/2018)
(4/10/2018)
(6/28/2024)
(2/13/2018)
(3/6/2018)
(5/3/2018)
(2/28/2018)
(3/5/2018)
(3/13/2018)
(2/8/2018)
(2/20/2018)
(1/12/2017)
(1/2/2018)
(3/1/2018)
(2/14/2018)
(2/12/2018)
(2/21/2018)
(5/17/2018)
(2/28/2018)
(3/26/2018)
(2/21/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Vincent William Butkevits III's CRS (Customer Relationship Summary).
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