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VD

Vincent J. Defilippo

VIENNA CAPITAL PARTNERS LLC
New York, NY 10005
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CRD#: 2792048
VD

Professional summary


Vincent James Defilippo, who also goes by VIncent J Defilippo, is a registered financial professional currently at VIENNA CAPITAL PARTNERS LLC located in New York, New York.

Vincent is registered as a RR (Registered Representative) and started their career in finance in 1997. Vincent has worked at 17 firms and has passed the Series 65, Series 63, Series 99TO, Series 57TO, SIE, Series 55, Series 7, Series 24, Series 4 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Vincent J Defilippo

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 James Defilippo'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

November 3, 2022 - Present

VIENNA CAPITAL PARTNERS LLC

Office #1: 40 Wall Street 17th Fl, New York, New York, 10005 17th Fl, New York, NY, 10005Office #2: 40 Wall Street 17th Fl, New York, NY 10005
BD
CRD#: 311852
New York, NY
Past

March 22, 2013 - November 12, 2018

DEFILIPPO CAPITALE PARTNERS LLC

BD
CRD#: 164336
LAS VEGAS, NV
Past

August 15, 2011 - April 12, 2012

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
NEW YORK, NY
Past

May 4, 2011 - August 15, 2011

HUNTER WISE SECURITIES, LLC

BD
CRD#: 104193
IRVINE, CA
Past

April 1, 2008 - June 3, 2010

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
IRVINE, CA
Past

October 16, 2007 - April 1, 2008

JOHN THOMAS FINANCIAL

BD
CRD#: 40982
NEW YORK, NY
Past

June 4, 2004 - July 13, 2004

NORTH AMERICAN CLEARING, INC.

BD
CRD#: 39118
LONGWOOD, FL
Past

April 21, 2004 - September 14, 2004

MILSTREAM SECURITIES LLC

BD
CRD#: 38771
NEW YORK, NY
Past

October 15, 2003 - December 19, 2003

SUCCESS TRADE SECURITIES, INC.

BD
CRD#: 46027
WASHINGTON, DC
Past

February 27, 2003 - September 2, 2003

INDIANAPOLIS SECURITIES, INC.

BD
CRD#: 10399
VALLEY STREAM, NY
Past

July 12, 2002 - August 27, 2002

DPEC CAPITAL, INC.

BD
CRD#: 103737
NEW YORK, NY
Past

March 5, 2001 - May 31, 2001

SOLID ISG CAPITAL MARKETS, LLC

BD
CRD#: 39375
NEW YORK, NY
Past

November 30, 2000 - May 2, 2001

MONTROSE CAPITAL MANAGEMENT LTD.

BD
CRD#: 40799
NEW YORK, NY
Past

July 13, 1999 - January 5, 2001

BISHOP, ROSEN & CO., INC.

BD
CRD#: 1248
NEW YORK, NY
Past

March 22, 1999 - July 20, 1999

LABRANCHE FINANCIAL SERVICES, LLC

BD
CRD#: 7432
NEW YORK, NY
Past

March 11, 1998 - July 22, 1998

MERIT CAPITAL ASSOCIATES, INC.

BD
CRD#: 30576
WESTPORT, CT
Past

August 15, 1997 - March 12, 1998

LABRANCHE FINANCIAL SERVICES, LLC

BD
CRD#: 7432
NEW YORK, NY
Past

June 27, 1997 - July 28, 1997

DALTON KENT SECURITIES GROUP, INC.

BD
CRD#: 38813
NEW YORK, NY

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
Arizona
(8/24/2023)
RR
California
(12/12/2022)
RR
Colorado
(8/21/2023)
RR
Connecticut
(1/2/2024)
RR
Florida
(3/19/2024)
RR
Iowa
(8/21/2023)
RR
Nevada
(3/27/2024)
RR
New Jersey
(3/26/2024)
RR
New York
(12/1/2022)
RR
North Carolina
(8/18/2023)
RR
Ohio
(1/17/2024)
RR
Pennsylvania
(11/17/2023)
RR
South Carolina
(8/21/2023)
RR
Texas
(10/30/2023)
RR
Virginia
(5/7/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/3/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 7/9/2022
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 10/7/2008
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


VC
VIENNA CAPITAL PARTNERS LLC
VIENNA CAPITAL PARTNERS LLC

CRD#: 311852 / SEC#: , 8-70631

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
40 Wall Street 17th Fl, New York, NY 10005
Mailing Address
40 Wall Street 17th Fl, New York, NY 10005
Phone number
(856) 319-2784
Established
Delaware since 11/06/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (19 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
TOMASA ANTONIA HOLDINGS LLCDIRECT OWNER
DEFILIPPO, VINCENT JAMESCCO2792048
KAPPOTIS, ERNEST DOMENICFINOP

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


VIENNA CAPITAL PARTNERS LLC

CRD#: 311852New York, NY 10005

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