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

Vincent F. Mutolo

DORSET PEAK SECURITIES LLC
NEW YORK, NY 10014
Some features on this profile are disabled
CRD#: 2760761
VM

Professional summary


Vincent Frank Mutolo, who also goes by VInce Mutolo, Vincent Mutolo, is a registered financial professional currently at DORSET PEAK SECURITIES LLC located in New York, New York.

Vincent is registered as a RR (Registered Representative) and started their career in finance in 1996. Vincent has worked at 6 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Vince Mutolo | Vincent Mutolo

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) - BD


Click below to view Vincent Frank Mutolo's 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

September 15, 2021 - Present

DORSET PEAK SECURITIES LLC

Office #1: 416 West 13th Street, New York, NY 10014Office #2: 350 Springfield Ave Suite 301, Summit, NJ 07901
BD
CRD#: 312209
NEW YORK, NY
Past

February 13, 2012 - October 27, 2021

TENEO SECURITIES LLC

BD
CRD#: 151256
NEW YORK, NY
Past

July 13, 2006 - December 8, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

May 10, 2004 - July 10, 2006

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

September 24, 2002 - May 19, 2004

PNC CAPITAL MARKETS LLC

BD
CRD#: 15647
PITTSBURGH, PA
Past

May 9, 2000 - January 23, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

September 9, 1996 - May 7, 1998

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLEVELAND, OH

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New Jersey
(10/7/2021)
RR
New York
(9/16/2021)
RR
Pennsylvania
(4/7/2023)
RR
Texas
(9/30/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 6/21/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/29/2008
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


DP
DORSET PEAK SECURITIES LLC
DORSET PEAK SECURITIES LLC

CRD#: 312209 / SEC#: , 8-70684

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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
416 West 13th Street, New York, NY 10014
Mailing Address
416 West 13th Street, New York, NY 10014
Phone number
(646) 661-3588
Established
Delaware since 12/08/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (12 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
DORSET PEAK SOLUTIONS LLCSOLE MEMBER
LEVENTHAL, JACK ANDREWCEO/GSP2170953
ROTHENBERG, SHARI PFINOP6590875
VERDONE, JAMES JOSEPHCCO2581251

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


DORSET PEAK SECURITIES LLC

CRD#: 312209New York, NY 10014

TRUST BUT VERIFY

Monitor Vincent Mutolo

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

Similar Advisors


Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics