VC

Vincent J. Colubiale

FINTECH WEALTH MANAGEMENT
Tinton Falls, NJ
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CRD#: 4784732
VC

Professional summary


Vincent J. Colubiale, who also goes by VIncent James Colubiale, is a registered financial advisor currently at FINTECH WEALTH MANAGEMENT, LLC located in Tinton Falls, New Jersey.

Vincent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Vincent has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Vincent James Colubiale

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.

CRS (Client Relationship Summary) - RIA


Click below to view Vincent J. Colubiale'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

February 12, 2020 - Present

FINTECH WEALTH MANAGEMENT, LLC

RIA
CRD#: 306000
Tinton Falls, NJ
Past

June 12, 2018 - September 10, 2019

WOODSTOCK WEALTH MANAGEMENT, INC.

RIA
CRD#: 283472
Wall Township, NJ
Past

February 21, 2018 - November 8, 2018

WOODSTOCK FINANCIAL GROUP, INC.

RIA
CRD#: 38095
Wall Township, NJ
Past

February 16, 2018 - February 28, 2018

WOODSTOCK FINANCIAL GROUP, INC.

BD
CRD#: 38095
WOODSTOCK, GA
Past

September 21, 2010 - February 20, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
PRINCETON, NJ
Past

September 9, 2010 - February 20, 2018

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
PRINCETON, NJ
Past

February 3, 2005 - August 5, 2010

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
PRINCETON, NJ
Past

November 24, 2004 - August 5, 2010

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
PRINCETON, NJ
Past

October 1, 2004 - October 11, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
VOORHEES, NJ
Past

June 23, 2004 - October 11, 2004

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

June 23, 2004 - October 11, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

BD
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
New Jersey
(2/12/2020)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/30/2004
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FW
FINTECH WEALTH MANAGEMENT, LLC
FIN TECH WEALTH MANAGEMENT, LLC | FINTECH WEALTH MANAGEMENT, LLC

CRD#: 306000 / SEC#:

New Jersey
Registered Investment Advisory firm - (2/12/2020 Approved)
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Contact information


Main Address
Belmar, NJ
Mailing Address
Phone number
(732) 280-2798
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts12
AUM (Assets Under Management)$ 1,889,421

Red Flags


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Company Information


FINTECH WEALTH MANAGEMENT, LLC

CRD#: 306000Tinton Falls, NJ

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