How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

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ADVISOR PROFILE

1. NAME OF OTHER BUSINESS: INSURANCE AGENT WITH VARIOUS COMPANIES HOURS VARY 0-4 HRS, INVESTMENT RELATED: YES, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: AGENT FOR FIXED LIFE, HEALTH, ANNUITIES AND LONG TERM CARE, 600 N Jackson St Ste 305, Media, PA 19063 2. NAME OF OTHER BUSINESS: INVESTMENT ADVISORY, START DATE: 12/18/1992, INVESTMENT RELATED: YES, ADDRESS: 600 N Jackson St Ste 305, Media, PA 19063, NATURE OF BUSINESS: IAR, POSITION/TITLE/RELATIONSHIP: IAR, APPROX NUMBER OF HOURS PER MONTH: 40, APPROX NUMBER OF HOURS PER MONTH DURING TRADING HOURS: 3, BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVICE 3. NAME OF OTHER BUSINESS: Shore Club Condo Association, START DATE: 1/31/2023, INVESTMENT RELATED: No, ADDRESS: 3815 S. Atlantic Ave, Apt 1106, Daytona Beach Shores, FL 32118, NATURE OF BUSINESS: Building Management, POSITION/TITLE/RELATIONSHIP: Treasurer, APPROX NUMBER OF HOURS PER MONTH: 1, APPROX NUMBER OF HOURS PER MONTH DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: Preparing budgets

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Gennaro Vuono

Experience: 33 years / 11 firms

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