Santo S. Vicenzino

COVE PRIVATE WEALTH

Scarsdale, NY

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CRD#: 5115765

Professional summary

Santo S Vicenzino, who also goes by Santo VIcenzino, is a registered financial advisor currently at COVE PRIVATE WEALTH, LLC located in Scarsdale, New York.

Santo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Santo has worked at 3 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Santo Vicenzino

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 name of the other business: 6625 Bay Parkway, Inc. Whether the business is investment-related: No. The address of the other business: 6625 Bay Parkway, Brooklyn NY The nature of the other business: It is a corporation which owns one 3 story commercial building which is owned by my father. Your position, title, or relationship with the other business: Officer - President. The start date of your relationship: 2/1/2023 The approximate number of hours/month you devote to the other business: None The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: I collect the rents from three tenants which are electronically transferred to the corporate account.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Santo S Vicenzino'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

July 18, 2026 - Present

COVE PRIVATE WEALTH, LLC

RIA

CRD#: 316866

Scarsdale, NY

Past

May 15, 2019 - December 18, 2023

DEUTSCHE BANK SECURITIES INC.

RIA

CRD#: 2525

NEW YORK, NY

Past

January 14, 2019 - January 6, 2026

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

May 3, 2017 - November 20, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

December 22, 2016 - November 20, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, 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".

COVE PRIVATE WEALTH, LLC

CRD#: 316866 / SEC#: 801-122756

RIA

Registered Investment Advisory firm - (11/24/2021 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

New York
(7/18/2026)

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: 7/18/2026

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/2/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/22/2016

General Securities Representative Examination

Current Firm

COVE PRIVATE WEALTH, LLC

CRD#: 316866 / SEC#: 801-122756

RIA

Registered Investment Advisory firm - (11/24/2021 Approved)

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Contact information

Main Address

44 Yellow Cote Rd., Oyster Bay, NY 11771

Mailing Address

Phone number

(516) 588-1123

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/19/2026)

Regulatory assets under management

Total Number of Accounts	95
AUM (Assets Under Management)	$ 455,483,465

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.

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Advisor Monitoring

Firm Stability Insights

Santo S. Vicenzino

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Santo S Vicenzino's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEUTSCHE BANK SECURITIES INC.

DEUTSCHE BANK SECURITIES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

COVE PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/18/2026

Series 66

Date: 5/2/2017

SIE

Date: 10/1/2018

Series 7

Date: 12/22/2016

Current Firm

COVE PRIVATE WEALTH, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COVE PRIVATE WEALTH, LLC

TRUST BUT VERIFY

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