Eduardo J. Vigil

THE PRIVATE FAMILY ADVISORS

St. Louis, MO 63117

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CRD#: 3073713

Professional summary

Eduardo Joaquin Vigil, CFP®, who also goes by Eddie VIgil, is a registered financial advisor currently at THE PRIVATE FAMILY ADVISORS, LLC located in St. Louis, Missouri.

Eduardo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Eduardo has worked at 5 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eddie Vigil

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 Eduardo Joaquin Vigil'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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

February 12, 2021 - Present

THE PRIVATE FAMILY ADVISORS, LLC

Office #1: 2001 S. Big Bend Blvd, St. Louis, MO 63117

RIA

CRD#: 285617

St. Louis, MO

Past

June 25, 2015 - August 2, 2021

ARGENT CAPITAL MANAGEMENT LLC

RIA

CRD#: 107930

CLAYTON, MO

Past

January 9, 2006 - June 9, 2008

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

CLAYTON, MO

Past

June 15, 2005 - June 9, 2008

CHARLES SCHWAB & CO., INC.

CRD#: 5393

CLAYTON, MO

Past

November 25, 1998 - June 3, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

CHESTERFIELD, MO

Past

September 15, 1998 - June 3, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 15, 1998 - June 3, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Missouri
(2/12/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/3/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/21/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/10/1998

General Securities Representative Examination

Current Firm

THE PRIVATE FAMILY ADVISORS, LLC

THE PRIVATE FAMILY ADVISORS, LLC | ZITKOVIGIL, LLC | ZITKO FINANCIAL SERVICES, LLC

CRD#: 285617 / SEC#:

Missouri

Registered Investment Advisory firm - (3/15/2017 Approved)

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Contact information

Main Address

2001 S. Big Bend Blvd, St. Louis, MO 63117

Mailing Address

Phone number

(314) 365-3941

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	233
AUM (Assets Under Management)	$ 64,352,559

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.

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Eduardo J. Vigil

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eduardo Joaquin Vigil's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE PRIVATE FAMILY ADVISORS, LLC

ARGENT CAPITAL MANAGEMENT LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/3/2006

Series 63

Date: 8/21/1998

Series 7

Date: 9/10/1998

Current Firm

THE PRIVATE FAMILY ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THE PRIVATE FAMILY ADVISORS, LLC

TRUST BUT VERIFY

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