Vincent De Giovanni

SUMMIT FINANCIAL ADVISORS

Doylestown, PA 18901

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CRD#: 4796212

Professional summary

Vincent De Giovanni, CFP®, who also goes by Enzo De Giovanni, VIncent Degiovanni, is a registered financial advisor currently at SUMMIT FINANCIAL ADVISORS, LLC located in Doylestown, Pennsylvania.

Vincent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Vincent has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Enzo De Giovanni | Vincent Degiovanni

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.

UNITED AIRLINE-CHICAGO,IL-FLIGHT OFFICER-NOT INVESTMENT RELATED-10/1994-110HRS/MTH-4HR US AIR FORCE RESERVE-DENVER,CO-ADMISSIONS LIASON OFFICER-NOT INVESTMENT RELATED-11/1997-16HRS/MTH-1HR, GWYNEDD-MERCY COLLEGE-GWYNEDD VALLEY, PA-PART TIME FACULTY,NOT INVESTMENT RELATED-01/2005-20HRS/MTH-1HR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vincent De Giovanni'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: 2010

Experience

Current

July 29, 2009 - Present

SUMMIT FINANCIAL ADVISORS, LLC

Office #1: 196 West Ashland Street, Doylestown, PA 18901

RIA

CRD#: 150187

Doylestown, PA

Past

May 18, 2004 - November 16, 2004

CAPITAL PLANNING ADVISORY GROUP INC

RIA

CRD#: 105865

YARDLEY, PA

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
(4/18/2011)

IAR

Pennsylvania
(7/29/2009)

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 65

Date: 3/31/2004

Uniform Investment Adviser Law Examination

Current Firm

SUMMIT FINANCIAL ADVISORS, LLC

CRD#: 150187 / SEC#:

New Jersey

Registered Investment Advisory firm - (4/19/2011 Approved)

Pennsylvania

Registered Investment Advisory firm - (7/29/2009 Approved)

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Contact information

Main Address

196 West Ashland Street, Doylestown, PA 18901

Mailing Address

Phone number

(215) 579-1005

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Vincent De Giovanni

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vincent De Giovanni's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUMMIT FINANCIAL ADVISORS, LLC

CAPITAL PLANNING ADVISORY GROUP INC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/31/2004

Current Firm

SUMMIT FINANCIAL ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

SUMMIT FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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