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Vincent J. Salvato

Some features on this profile are disabled
CRD#: 1918741
VS

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 John Salvato JR, who also goes by VIncent John Salvato, Vinny Salvato, was a registered financial professional .

Vincent is a previously registered financial professional and started their career in finance in 1989. Vincent had worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Vincent John Salvato | Vinny Salvato

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.
1. Platinum Tax LLC; Non-Investment Related; 826 Mantoloking Road, Brick, NJ 08723; Tax Preparation Services; President and Owner; Start Date: July 13, 2007; Hours Per Month: 30 hours/3 months; Hours Per Month During Trading: 10 hours; Prepare tax returns for clients. 2. Vincent J Salvato Jr. DBA; Investment-Related; 826 Mantoloking Road, Brick, NJ 08723; Life Insurance and Annuities; President and Owner; Start Date: March 4, 1990; Hours Per Month: 10 hours/12 Months; Hours Per Month During Trading: 3 hours; Sell life insurance and invest in fixed annuities.

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

November 8, 2021 - December 31, 2024

PLATINUM FINANCIAL ADVISORS, LLC

RIA
CRD#: 316719
BRICK, NJ
Past

June 9, 2021 - October 15, 2021

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
BRICK, NJ
Past

June 9, 2021 - October 15, 2021

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
BRICK, NJ
Past

August 25, 2017 - June 9, 2021

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
BRICK, NJ
Past

August 24, 2007 - June 9, 2021

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
BRICK, NJ
Past

February 16, 2005 - August 27, 2007

OSAIC WEALTH, INC.

BD
CRD#: 23131
BRICK, NJ
Past

September 26, 2002 - February 17, 2005

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
PORTLAND, OR
Past

December 21, 2001 - September 27, 2002

SCHNEIDER SECURITIES, INC.

BD
CRD#: 16434
DENVER, CO
Past

November 3, 1997 - December 21, 2001

GLOBAL CAPITAL SECURITIES CORPORATION

BD
CRD#: 16184
ENGLEWOOD, CO
Past

February 13, 1996 - October 27, 1997

IFG NETWORK SECURITIES, INC.

BD
CRD#: 19948
ATLANTA, GA
Past

May 10, 1994 - November 3, 1995

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

July 23, 1992 - May 11, 1994

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

May 23, 1989 - July 24, 1992

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY

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: 8/7/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/1/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/20/1989
General Securities Representative Examination

Current Firm

PF
PLATINUM FINANCIAL ADVISORS, LLC
PLATINUM FINANCIAL ADVISORS, LLC

CRD#: 316719 / SEC#:

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Contact information

Main Address
826 Mantoloking Rd, Brick, NJ 08723
Mailing Address
Phone number
(732) 491-2510
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts14
AUM (Assets Under Management)$ 1,365,700

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

PLATINUM FINANCIAL ADVISORS, LLC

CRD#: 316719

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