VV

Vincent A. Vitale

ADVANCE CAPITAL MANAGEMENT
Southfield, MI 48076
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CRD#: 5000636
VV

Professional summary


Vincent Albert-frank Vitale, who also goes by VIncent Albert-frank Vitale Mr, is a registered financial advisor currently at ADVANCE CAPITAL MANAGEMENT INC located in Southfield, Michigan.

Vincent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Vincent has worked at 2 firms and has passed the Series 63 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Vincent Albert-Frank Vitale Mr

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 Albert-frank Vitale'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

February 6, 2013 - Present

ADVANCE CAPITAL MANAGEMENT INC

Office #1: One Towne Square Suite 444, Southfield, MI 48076
RIA
CRD#: 110767
Southfield, MI
Past

July 25, 2005 - May 8, 2007

ADVANCE CAPITAL SERVICES, INC.

BD
CRD#: 19347
SOUTHFIELD, MI

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".
AC
ADVANCE CAPITAL MANAGEMENT INC
ADVANCE CAPITAL MANAGEMENT INC

CRD#: 110767 / SEC#: 801-28092

RIA
Registered Investment Advisory firm - (10/9/1986 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.

Highlighted states indicate IAR registrations

IAR
Michigan
(2/6/2013)

Exams


State Security Law Exam
General Industry/Product Exam

Current Firm


AC
ADVANCE CAPITAL MANAGEMENT INC
ADVANCE CAPITAL MANAGEMENT INC

CRD#: 110767 / SEC#: 801-28092

RIA
Registered Investment Advisory firm - (10/9/1986 Approved)
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Contact information


Main Address
One Towne Square Suite 444, Southfield, MI 48076
Mailing Address
Phone number
(248) 350-8543
Established
Firm type
Fiscal year end
# of Employees
54

SEC notice filing (39 States and Territories)


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Regulatory assets under management


Total Number of Accounts14,365
AUM (Assets Under Management)$ 4,504,447,556

Red Flags


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

Company Information


ADVANCE CAPITAL MANAGEMENT INC

CRD#: 110767Southfield, MI 48076

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