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April Lynn Vinciarelli

JACOBI CAPITAL MANAGEMENT
Pittston, PA 18640
Some features on this profile are disabled
CRD#: 4136635
AV

Professional summary

April Lynn Vinciarelli, who also goes by April L Piccotti, April Piccotti, April Lynn Piccotti, is a registered financial advisor currently at JACOBI CAPITAL MANAGEMENT, LLC located in Pittston, Pennsylvania and LPL FINANCIAL LLC located in Pittston, Pennsylvania.

April Lynn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. April Lynn has worked at 3 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

April L Piccotti | April Piccotti | April Lynn Piccotti

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.
1. INDEPENDENT INSURANCE AGENT SELLING WHOLE LIFE, TERM LIFE, UNIVERSAL LIFE, LONG TERM CARE, GROUP LIFE AND FIXED ANNUITIES / WILKES-BARRE, PA / APPROVED OCTOBER 20, 2003 2. 10/29/08- JACOBI CAPITAL MANAGEMENT, LLC/ WILL PROVIDE FINANCIAL PLANS AND ADVICE A/ 75% OF TIME/ WILKES BARRE, PA 3. 02/11/2015 - JACOBI CAPITAL MANAGEMENT, LLC - REGISTERED INVESTMENT ADVISOR DBA - JACOBI WEALTH ADVISORS - TIME SPENT 17 HOURS PER MONTH - WILKES BARRE, PA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view April Lynn Vinciarelli'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

October 21, 2008 - Present

JACOBI CAPITAL MANAGEMENT, LLC

Office #1: 154 Enterprise Way, Pittston, PA 18640
RIA
CRD#: 147663
Pittston, PA
Current

March 6, 2002 - Present

LPL FINANCIAL LLC

Office #1: 154 Enterprise Way, Pittston, PA 18640
RIA
BD
CRD#: 6413
Pittston, PA
Past

April 19, 2000 - October 24, 2001

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, 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".
JC
JACOBI CAPITAL MANAGEMENT, LLC
JACOBI CAPITAL MANAGEMENT, LLC | JACOBI WEALTH ADVISORS

CRD#: 147663 / SEC#: 801-69398

RIA
Registered Investment Advisory firm - (8/7/2008 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.
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
(5/30/2006)
RR
Pennsylvania
(3/6/2002)
IAR
Pennsylvania
(10/21/2008)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/8/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 5/16/2000
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 4/18/2000
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

JC
JACOBI CAPITAL MANAGEMENT, LLC
JACOBI CAPITAL MANAGEMENT, LLC | JACOBI WEALTH ADVISORS

CRD#: 147663 / SEC#: 801-69398

RIA
Registered Investment Advisory firm - (8/7/2008 Approved)
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Contact information

Main Address
154 Enterprise Way, Pittston, PA 18640
Mailing Address
Phone number
(570) 826-1801
Established
Firm type
Fiscal year end
# of Employees
28

SEC notice filing (26 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

JACOBI CAPITAL MANAGEMENT LLC FORM ADV PART 2A & APPENDIX (3/31/2025)

Regulatory assets under management

Total Number of Accounts6,314
AUM (Assets Under Management)$ 2,190,387,155

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

JACOBI CAPITAL MANAGEMENT, LLC

CRD#: 147663Pittston, PA 18640

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