Vincent Travagliato
Professional summary
Vincent Travagliato, who also goes by VIncent C Travagliato, is a registered financial advisor currently at WEALTHWISE, LLC located in White Plains, New York.
Vincent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Vincent has worked at 5 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Vincent Travagliato's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 22, 2021 - Present
WEALTHWISE, LLC
Office #1: 1 North Lexington Ave 11, White Plains, NY 10601June 27, 2012 - December 11, 2013
OSAIC SERVICES, INC.
June 27, 2012 - December 11, 2013
OSAIC SERVICES, INC.
April 2, 2009 - July 23, 2010
BARCLAYS CAPITAL INC.
September 22, 2008 - July 23, 2010
BARCLAYS CAPITAL INC.
July 1, 2008 - September 22, 2008
LEHMAN BROTHERS INC.
June 19, 2001 - March 11, 2008
MORGAN STANLEY & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/22/2021)
Exams
Current Firm
WEALTHWISE, LLC
CRD#: 154661 / SEC#:
Contact information
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