AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
VL

Vincent J. Lapietra

WEALTHCARE ADVISORY PARTNERS LLC
Weston, FL 33326
Some features on this profile are disabled
CRD#: 2233600
VL

Professional summary

Vincent Jude Lapietra, who also goes by VIncent J Lapietra, Vincent Lapietra, is a registered financial advisor currently at WEALTHCARE ADVISORY PARTNERS LLC located in Weston, Florida.

Vincent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Vincent has worked at 14 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 55, Series 3, Series 6, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Vincent J Lapietra | Vincent Lapietra

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) - RIA

Click below to view Vincent Jude Lapietra's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

May 13, 2019 - Present

WEALTHCARE ADVISORY PARTNERS LLC

Office #1: 1500 Weston Road Suite 200-9, Weston, FL 33326
RIA
CRD#: 171976
Weston, FL
Past

March 2, 2018 - February 4, 2019

LPL FINANCIAL LLC

RIA
CRD#: 6413
LUCAS, TX
Past

April 11, 2017 - December 31, 2017

LPL FINANCIAL LLC

RIA
CRD#: 6413
LUCAS, TX
Past

February 3, 2016 - May 13, 2019

INDEPENDENT FINANCIAL PARTNERS

RIA
CRD#: 125112
Dallas, TX
Past

February 2, 2016 - February 10, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
LUCAS, TX
Past

November 15, 2011 - February 3, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
DALLAS, TX
Past

October 11, 2011 - February 3, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
DALLAS, TX
Past

February 8, 2005 - July 20, 2006

PULSE TRADING, INC.

BD
CRD#: 104022
DALLAS, TX
Past

February 10, 2003 - January 25, 2005

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

April 20, 2000 - February 4, 2003

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

March 8, 1999 - April 17, 2000

DRESDNER KLEINWORT WASSERSTEIN - GRANTCHESTER, INC.

BD
CRD#: 24074
NEW YORK, NY
Past

October 1, 1997 - January 29, 1999

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

July 3, 1996 - October 1, 1997

MONTGOMERY SECURITIES

BD
CRD#: 4357
SAN FRANCISCO, CA
Past

March 20, 1995 - April 2, 1996

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

March 19, 1993 - March 9, 1995

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

June 19, 1992 - November 18, 1992

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

June 19, 1992 - November 18, 1992

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WA
WEALTHCARE ADVISORY PARTNERS LLC
2020 FINANCIAL GROUP | WISER WEALTHCARE, INC. | WINDBROOK SOLUTIONS, LLC | WILBORN ADVISORS | WEALTHY PROFITS | WEALTHSCORZ FINANCIAL GROUP | WEALTHCARE RETIREMENT PARTNERS | WEALTHCARE PARTNERS OF TENNESSEE | WEALTHCARE PARTNERS OF SANTA BARBARA | WEALTHCARE PARTNERS | WEALTHCARE OF THE LEHIGH VALLEY | WEALTHCARE NY | WEALTHCARE MID-ATLANTIC | WEALTHCARE MANAGEMENT SERVICES | WEALTHCARE LIVONIA | WEALTHCARE CAPITAL MANAGEMENT | WEALTHCARE ADVISORY PARTNERS LLC | WEALTHCARE ADVISORY PARTNERS | WEALTHCARE ADVISORS, LLC | WEALTHCARE ADVISORS LLC | WEALTH MATTERS ADVISORS | WEALTH MATTERS | WATER STREET FINANCIAL | WATER STREET ADVISORY | VICTOR WEALTH MANAGEMENT | TP INVESTMENT ADVISORY SERVICES | TOMASH FINANCIAL | THE MILLERS FINANCIAL GROUP | THE FALKE GROUP WEALTH MANAGEMENT | TENURED WEALTH MANAGEMENT | TATTERSALL FINANCIAL SERVICES | SS&C WEALTH MANAGEMENT | SOMMERS FINANCIAL MANAGEMENT | SOLOFF WEALTH MANAGEMENT | SOLARIS FINANCIAL MANAGEMENT, LLC | SECURE PLANNING GROUP LLC | SECURE PLANNING GROUP | SAVOIRE FINANCIAL | SANCUS WEALTH MANAGEMENT, LLC | PRUDENT WEALTHCARE | PRIVATE WEALTH ADVISORS | PRINCETON WEALTH PLANNING | PRECISION BENEFITS & INSURANCE | PINE HARBOR WEALTH MANAGEMENT | PASCHANG & ASSOCIATES, LLC | PARAGON WEALTH SOLUTIONS | PALUCK CAPITAL MANAGEMENT | PALLADIUM WEALTH MANAGEMENT | OWENBY JONES WEALTH MANAGEMENT LLC | ONE TREE WEALTH MANAGEMENT | MINT STREET CAPITAL | MILLER-RICHARDS WEALTH MANAGEMENT, LLC | MILLER FINANCIAL GROUP | MGR FINANCIAL MANAGEMENT | MCGUIRE FINANCIAL SOLUTIONS | MARK MAHANEY | LUMINOUS WEALTH | LONGFORD WEALTH MANAGEMENT | LONG FINANCIAL GROUP, INC. | LAMACCHIO FINANCIAL GROUP | KNIFFEN PORTFOLIO MANAGEMENT | KK FINANCIAL SOLUTIONS | KEMPNER WEALTH MANAGEMENT | K&G FINANCIAL GROUP | JOPPA MILL ADVISORS LTD | JANET BARR CFS | JA JOHNSON GROUP | INTELLIGENT DIVERSIFIED FINANCIAL (I-D FINANCIAL) | INTEGRATIVE INVESTING | INSIGHT INVESTMENT ADVISORY | INNOVATIVE FINANCIAL SOLUTIONS, INC. | HÖLLJES FINANCIAL, LLC | HAVEN ADVISORY PARTNERS | GUNN FINANCIAL ASSOCIATES | GDI PRIVATE WEALTH ADVISORS | GAC PARTNERS, LLC | FOCALPOINT WEALTH MANAGEMENT | FINPOINT WEALTH MANAGEMENT | FINANCIAL WELLNESS & STRATEGIES | FELLOWS FINANCIAL GROUP | FELLOWS AND BLAKE FINANCIAL GROUP | FELLOWS ADVISORY | FELLOWS & BLAKE & HOFFMAN FINANCIAL, LLC | FELLOWS & BLAKE | FELLOWS | FEDERAL HILL WEALTH MANAGEMENT | EAGLE FINANCIAL | DENALI WEALTH MANAGEMENT | CROWLEY WEALTH MANAGEMENT | CREEKSIDE FINANCIAL GROUP, INC. | COVENANT INVESTMENTS | COUNSEL FIDUCIARY, LLC | CONNECTIVITY FINANCIAL PARTNERS, INC | COLLABORATIVE FINANCIAL SOLUTIONS | COGENTBLUE WEALTH ADVISORS, LLC | CODY FINANCIAL ADVISORS | COCCARELLI WEALTH MANAGEMENT | CLEAR PATH ADVISORS LLC | CKL CAPITAL | CARRERA FINANCIAL | CARDINAL WEALTH GROUP | CAPITAL WEALTH MANAGEMENT | BREDIN INVESTMENTS | BLUE ADVISORS | BLACKSHIRE WEALTH MANAGEMENT | BIRDS EYE WEALTH PLANNING | BEACON WEALTH MANAGEMENT, LLC | ASSURGENT WEALTH MANAGEMENT | ANDREW M. MEEHAN, INC. | ANDREW M. MEEHAN | ALONGSIDE ADVISORS | ALG FINANCIAL | ADK | WEALTHCARE PARTNERS | AB CLEMENCE & CO | 44 MANAGEMENT | 24 FINANCIAL

CRD#: 171976 / SEC#: 801-80067

RIA
Registered Investment Advisory firm - (7/14/2014 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(5/17/2019)
IAR
Texas
(5/13/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/14/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/2/1992
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: 10/10/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 55
Date: 11/30/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 3
Date: 5/8/1995
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 6
Date: 6/18/1992
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/8/1998
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 8/1/1994
Registered Options Principal Examination

Current Firm

WA
WEALTHCARE ADVISORY PARTNERS LLC
2020 FINANCIAL GROUP | WISER WEALTHCARE, INC. | WINDBROOK SOLUTIONS, LLC | WILBORN ADVISORS | WEALTHY PROFITS | WEALTHSCORZ FINANCIAL GROUP | WEALTHCARE RETIREMENT PARTNERS | WEALTHCARE PARTNERS OF TENNESSEE | WEALTHCARE PARTNERS OF SANTA BARBARA | WEALTHCARE PARTNERS | WEALTHCARE OF THE LEHIGH VALLEY | WEALTHCARE NY | WEALTHCARE MID-ATLANTIC | WEALTHCARE MANAGEMENT SERVICES | WEALTHCARE LIVONIA | WEALTHCARE CAPITAL MANAGEMENT | WEALTHCARE ADVISORY PARTNERS LLC | WEALTHCARE ADVISORY PARTNERS | WEALTHCARE ADVISORS, LLC | WEALTHCARE ADVISORS LLC | WEALTH MATTERS ADVISORS | WEALTH MATTERS | WATER STREET FINANCIAL | WATER STREET ADVISORY | VICTOR WEALTH MANAGEMENT | TP INVESTMENT ADVISORY SERVICES | TOMASH FINANCIAL | THE MILLERS FINANCIAL GROUP | THE FALKE GROUP WEALTH MANAGEMENT | TENURED WEALTH MANAGEMENT | TATTERSALL FINANCIAL SERVICES | SS&C WEALTH MANAGEMENT | SOMMERS FINANCIAL MANAGEMENT | SOLOFF WEALTH MANAGEMENT | SOLARIS FINANCIAL MANAGEMENT, LLC | SECURE PLANNING GROUP LLC | SECURE PLANNING GROUP | SAVOIRE FINANCIAL | SANCUS WEALTH MANAGEMENT, LLC | PRUDENT WEALTHCARE | PRIVATE WEALTH ADVISORS | PRINCETON WEALTH PLANNING | PRECISION BENEFITS & INSURANCE | PINE HARBOR WEALTH MANAGEMENT | PASCHANG & ASSOCIATES, LLC | PARAGON WEALTH SOLUTIONS | PALUCK CAPITAL MANAGEMENT | PALLADIUM WEALTH MANAGEMENT | OWENBY JONES WEALTH MANAGEMENT LLC | ONE TREE WEALTH MANAGEMENT | MINT STREET CAPITAL | MILLER-RICHARDS WEALTH MANAGEMENT, LLC | MILLER FINANCIAL GROUP | MGR FINANCIAL MANAGEMENT | MCGUIRE FINANCIAL SOLUTIONS | MARK MAHANEY | LUMINOUS WEALTH | LONGFORD WEALTH MANAGEMENT | LONG FINANCIAL GROUP, INC. | LAMACCHIO FINANCIAL GROUP | KNIFFEN PORTFOLIO MANAGEMENT | KK FINANCIAL SOLUTIONS | KEMPNER WEALTH MANAGEMENT | K&G FINANCIAL GROUP | JOPPA MILL ADVISORS LTD | JANET BARR CFS | JA JOHNSON GROUP | INTELLIGENT DIVERSIFIED FINANCIAL (I-D FINANCIAL) | INTEGRATIVE INVESTING | INSIGHT INVESTMENT ADVISORY | INNOVATIVE FINANCIAL SOLUTIONS, INC. | HÖLLJES FINANCIAL, LLC | HAVEN ADVISORY PARTNERS | GUNN FINANCIAL ASSOCIATES | GDI PRIVATE WEALTH ADVISORS | GAC PARTNERS, LLC | FOCALPOINT WEALTH MANAGEMENT | FINPOINT WEALTH MANAGEMENT | FINANCIAL WELLNESS & STRATEGIES | FELLOWS FINANCIAL GROUP | FELLOWS AND BLAKE FINANCIAL GROUP | FELLOWS ADVISORY | FELLOWS & BLAKE & HOFFMAN FINANCIAL, LLC | FELLOWS & BLAKE | FELLOWS | FEDERAL HILL WEALTH MANAGEMENT | EAGLE FINANCIAL | DENALI WEALTH MANAGEMENT | CROWLEY WEALTH MANAGEMENT | CREEKSIDE FINANCIAL GROUP, INC. | COVENANT INVESTMENTS | COUNSEL FIDUCIARY, LLC | CONNECTIVITY FINANCIAL PARTNERS, INC | COLLABORATIVE FINANCIAL SOLUTIONS | COGENTBLUE WEALTH ADVISORS, LLC | CODY FINANCIAL ADVISORS | COCCARELLI WEALTH MANAGEMENT | CLEAR PATH ADVISORS LLC | CKL CAPITAL | CARRERA FINANCIAL | CARDINAL WEALTH GROUP | CAPITAL WEALTH MANAGEMENT | BREDIN INVESTMENTS | BLUE ADVISORS | BLACKSHIRE WEALTH MANAGEMENT | BIRDS EYE WEALTH PLANNING | BEACON WEALTH MANAGEMENT, LLC | ASSURGENT WEALTH MANAGEMENT | ANDREW M. MEEHAN, INC. | ANDREW M. MEEHAN | ALONGSIDE ADVISORS | ALG FINANCIAL | ADK | WEALTHCARE PARTNERS | AB CLEMENCE & CO | 44 MANAGEMENT | 24 FINANCIAL

CRD#: 171976 / SEC#: 801-80067

RIA
Registered Investment Advisory firm - (7/14/2014 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1065 Andrew Drive, West Chester, PA 19380
Mailing Address
Phone number
(804) 644-4711
Established
Firm type
Fiscal year end
# of Employees
219

SEC notice filing (49 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEALTHCARE ADVISORY PARTNERS FORM ADV2A ("DISCLOSURE BROCHURE") AND APPENDIX 1 ("WRAP FEE PROGRAM") (10/17/2025)

Regulatory assets under management

Total Number of Accounts19,986
AUM (Assets Under Management)$ 6,015,135,638

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

WEALTHCARE ADVISORY PARTNERS LLC

CRD#: 171976Weston, FL 33326

TRUST BUT VERIFY

Monitor Vincent Lapietra

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
JF
John FrickerAdvisorCheck Check Mark
EQUITABLE ADVISORS, LLC
IAR
RR
Ft. Lauderdale, FL
Victoria Miller Ricker
Victoria RickerAdvisorCheck Check Mark
DAYMARK WEALTH PARTNERS, LLC
IAR
FORT LAUDERDALE, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.