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Vincent G. Bicicchi

GALVANIZE WEALTH LLC
La Grange Park, IL
Some features on this profile are disabled
CRD#: 4754567
VB

Professional summary


Vincent Glenn Bicicchi, who also goes by VInce Bicicchi, Vincent Glenn Bicicchi Mr., Vincent Bicicchi, is a registered financial advisor currently at GALVANIZE WEALTH LLC located in La Grange Park, Illinois.

Vincent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Vincent has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Vince Bicicchi | Vincent Glenn Bicicchi Mr. | Vincent Bicicchi

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.
VINDICO, INC. FIXED INSURANCE SALES / BUSINESS & ESTATE CONSULTING 511 DOVER AVENUE, LA GRANGE PARK, IL 60526 PRESIDENT DECEMBER 2014 TO PRESENT DEVOTES 20 HOUR PER MONTH DUTIES. DEPENDING ON NEEDS, FACTS AND CIRCUMSTANCES, CLIENTS CAN BE PROVIDED WITH LIFE AND DISABILITY INSURANCE PRODUCT SOLUTIONS FROM VARIOUS COMPANIES, AND/OR BUSINESS AND ESTATE CONSULTING SERVICES. OZO DEVELOPMENT, LLC SOFTWARE DEVELOPMENT AND SALES 515 E GRANT STREET, SUITE 150, PHOENIX AZ 85004 CHIEF FINANCIAL OFFICER & CO-FOUNDER SEPTEMBER 2018 TO PRESENT DEVOTES 20 HOURS PER MONTH, OUTSIDE OF TRADING HOURS DUTIES: FINANCIAL MODELING, STRATEGY, BUDGETING, BOOKKEEPING, ADMINISTRATIVE INSURANCE AGENT WITH VARIOUS INSURANCE COMPANIES

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Vincent Glenn Bicicchi'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

April 24, 2020 - Present

GALVANIZE WEALTH LLC

RIA
CRD#: 306256
La Grange Park, IL
Past

June 19, 2015 - July 8, 2019

LEVIN FUNDING GROUP LLC

RIA
CRD#: 170087
TUCSON, AZ
Past

August 17, 2012 - February 17, 2015

TREK FINANCIAL

RIA
CRD#: 109376
SCOTTSDALE, AZ
Past

September 29, 2011 - October 17, 2014

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
SCOTTSDALE, AZ
Past

September 14, 2011 - October 17, 2014

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SCOTTSDALE, AZ
Past

April 4, 2005 - September 23, 2011

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
DOWNERS GROVE, IL
Past

July 8, 2004 - September 23, 2011

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
DOWNERS GROVE, IL

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
Illinois
(4/24/2020)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/15/2004
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GW
GALVANIZE WEALTH LLC
GALVANIZE WEALTH LLC

CRD#: 306256 / SEC#:

Illinois
Registered Investment Advisory firm - (4/24/2020 Approved)
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Contact information


Main Address
La Grange Park, IL
Mailing Address
Phone number
(630) 596-7027
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts22
AUM (Assets Under Management)$ 21,709,514

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


GALVANIZE WEALTH LLC

CRD#: 306256La Grange Park, IL

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