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VD

Vincent Dagnese

WESTCHESTER WEALTH MANAGEMENT
SOUTH SALEM, NY
Some features on this profile are disabled
CRD#: 6002004
VD

Professional summary

Vincent Dagnese, who also goes by VIncent G D'agnese, Vincent G Dagnese, is a registered financial advisor currently at WESTCHESTER WEALTH MANAGEMENT located in South Salem, New York.

Vincent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. 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 G D'agnese | Vincent G Dagnese

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vincent Dagnese'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, 2026 - Present

WESTCHESTER WEALTH MANAGEMENT

RIA
CRD#: 332418
SOUTH SALEM, NY
Past

June 11, 2025 - August 7, 2025

EQUITY SERVICES, INC.

BD
CRD#: 265
NEW YORK, NY
Past

May 28, 2025 - August 7, 2025

EQUITY SERVICES, INC.

RIA
CRD#: 265
NEW YORK, NY
Past

October 3, 2023 - January 11, 2024

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
Melville, NY
Past

September 26, 2023 - January 11, 2024

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
Melville, NY
Past

December 9, 2020 - November 14, 2022

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
SHELTON, CT
Past

December 1, 2020 - November 14, 2022

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
SHELTON, CT
Past

April 2, 2019 - December 14, 2020

INDEPENDENT ADVISOR ALLIANCE, LLC

RIA
CRD#: 168267
Bedford Hills, NY
Past

March 28, 2019 - December 15, 2020

LPL FINANCIAL LLC

BD
CRD#: 6413
BEDFORD HILLS, NY
Past

March 25, 2017 - March 13, 2019

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
ELMSFORD, NY
Past

March 25, 2017 - March 13, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
ELMSFORD, NY
Past

July 20, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
ELMSFORD, NY
Past

March 9, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
ELMSFORD, NY

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
(4/24/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/18/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/9/2015
General Securities Representative Examination

Current Firm

WW
WESTCHESTER WEALTH MANAGEMENT
DAG CAPITAL | WESTCHESTER WEALTH MANAGEMENT | DAGNESE INSURANCE AGENCY

CRD#: 332418 / SEC#:

New York
Registered Investment Advisory firm - (4/24/2026 Approved)
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Contact information

Main Address
South Salem, NY
Mailing Address
Phone number
(914) 306-8689
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts70
AUM (Assets Under Management)$ 10,000,000

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

WESTCHESTER WEALTH MANAGEMENT

CRD#: 332418South Salem, NY

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